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 | $24,157 | $135,635-82.2% | $110,238-78.1% | $135,375-82.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -8.56% | 513.19%-521.7pp | 314.74%-323.3pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,811 | $4,906-63.1% | $3,826-52.7% | $4,779-62.1% |
| Participant deferral / active EE | $3,587 | $5,506-34.9% | $4,672-23.2% | $5,609-36.0% |
| Admin fee / account holder | $719 | $11,457-93.7% | $8,547-91.6% | $10,827-93.4% |