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 6-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 | $7,920 | $85,202-90.7% | $172,739-95.4% | $72,985-89.1% |
| Participation rate | 38.3% | 70.1%-31.8pp | 82.6%-44.3pp | 69.5%-31.2pp |
| Annual return | 627.54% | 27.32%+600.2pp | 802.84%-175.3pp | 81.00%+546.5pp |
| Employer contribution / active EE | $406 | $3,324-87.8% | $5,143-92.1% | $2,440-83.4% |
| Participant deferral / active EE | $1,599 | $3,260-50.9% | $5,198-69.2% | $3,607-55.7% |
| Admin fee / account holder | $1,070 | $5,884-81.8% | $13,954-92.3% | $5,124-79.1% |