See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,935 | $89,739-73.3% | $149,718-84.0% | $62,292-61.6% |
| Participation rate | 67.3% | 85.1%-17.8pp | 87.1%-19.8pp | 69.5%-2.3pp |
| Annual return | 66.18% | 21.01%+45.2pp | 1501.63%-1435.4pp | 28.90%+37.3pp |
| Employer contribution / active EE | $2,040 | $3,233-36.9% | $5,445-62.5% | $2,042-0.1% |
| Participant deferral / active EE | $3,751 | $4,797-21.8% | $6,569-42.9% | $3,169+18.3% |
| Admin fee / account holder | $797 | $551+44.6% | $11,283-92.9% | $479+66.3% |