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 | $7,536 | $102,966-92.7% | $90,281-91.7% | $152,861-95.1% |
| Participation rate | 0.0% | 75.9%-75.9pp | 73.3%-73.3pp | 82.4%-82.4pp |
| Annual return | 27.86% | 95.16%-67.3pp | 78.10%-50.2pp | 345.32%-317.5pp |
| Employer contribution / active EE | $1,275 | $3,139-59.4% | $2,854-55.3% | $4,762-73.2% |
| Participant deferral / active EE | $3,132 | $4,281-26.8% | $3,885-19.4% | $5,850-46.5% |
| Admin fee / account holder | $506 | $6,171-91.8% | $5,351-90.5% | $11,596-95.6% |