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 8-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 | $7,193 | $65,409-89.0% | $98,442-92.7% | $85,850-91.6% |
| Participation rate | 51.5% | 65.0%-13.5pp | 73.3%-21.8pp | 69.3%-17.8pp |
| Annual return | 13.23% | 21.76%-8.5pp | 1492.73%-1479.5pp | 318.53%-305.3pp |
| Employer contribution / active EE | $444 | $2,168-79.5% | $2,960-85.0% | $2,565-82.7% |
| Participant deferral / active EE | $1,189 | $3,166-62.4% | $4,276-72.2% | $3,952-69.9% |
| Admin fee / account holder | $2,016 | $4,593-56.1% | $5,949-66.1% | $6,260-67.8% |