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 10-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 | $26,336 | $89,739-70.7% | $149,718-82.4% | $62,292-57.7% |
| Participation rate | 62.2% | 85.1%-22.9pp | 87.1%-24.9pp | 69.5%-7.4pp |
| Annual return | 36.28% | 21.01%+15.3pp | 1501.63%-1465.3pp | 28.90%+7.4pp |
| Employer contribution / active EE | $0 | $3,233-100.0% | $5,445-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,326 | $4,797+31.9% | $6,569-3.7% | $3,169+99.6% |
| Admin fee / account holder | $3,161 | $551+473.4% | $11,283-72.0% | $479+559.4% |