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 3-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 | $3,646 | $96,305-96.2% | $80,569-95.5% | $139,434-97.4% |
| Participation rate | 0.0% | 73.6%-73.6pp | 67.0%-67.0pp | 80.3%-80.3pp |
| Annual return | 34.22% | 1350.08%-1315.9pp | 935.43%-901.2pp | 372.94%-338.7pp |
| Employer contribution / active EE | $1,435 | $3,262-56.0% | $2,723-47.3% | $4,751-69.8% |
| Participant deferral / active EE | $2,653 | $5,232-49.3% | $4,447-40.3% | $6,710-60.5% |
| Admin fee / account holder | $1,343 | $6,599-79.6% | $5,377-75.0% | $11,403-88.2% |