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 | $14,393 | $150,440-90.4% | $136,294-89.4% | $147,584-90.2% |
| Participation rate | 56.5% | 84.4%-27.9pp | 81.9%-25.4pp | 82.8%-26.3pp |
| Annual return | 14.67% | 1049.08%-1034.4pp | 5155.94%-5141.3pp | 578.55%-563.9pp |
| Employer contribution / active EE | $906 | $5,256-82.8% | $4,695-80.7% | $4,876-81.4% |
| Participant deferral / active EE | $2,438 | $6,630-63.2% | $6,247-61.0% | $5,439-55.2% |
| Admin fee / account holder | $473 | $10,905-95.7% | $9,243-94.9% | $10,885-95.7% |