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 | $15,362 | $150,440-89.8% | $136,294-88.7% | $147,584-89.6% |
| Participation rate | 52.2% | 84.4%-32.2pp | 81.9%-29.7pp | 82.8%-30.7pp |
| Annual return | 21.15% | 1049.08%-1027.9pp | 5155.94%-5134.8pp | 578.55%-557.4pp |
| Employer contribution / active EE | $1,189 | $5,256-77.4% | $4,695-74.7% | $4,876-75.6% |
| Participant deferral / active EE | $3,452 | $6,630-47.9% | $6,247-44.7% | $5,439-36.5% |
| Admin fee / account holder | $579 | $10,905-94.7% | $9,243-93.7% | $10,885-94.7% |