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 7-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 | $4,950 | $57,281-91.4% | $86,612-94.3% | $75,163-93.4% |
| Participation rate | 61.7% | 63.2%-1.5pp | 71.7%-10.0pp | 67.2%-5.5pp |
| Annual return | 17.47% | 2670.75%-2653.3pp | 591.07%-573.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $328 | $2,314-85.8% | $3,022-89.1% | $2,670-87.7% |
| Participant deferral / active EE | $1,042 | $3,318-68.6% | $4,438-76.5% | $4,125-74.7% |
| Admin fee / account holder | $330 | $4,112-92.0% | $5,614-94.1% | $5,651-94.2% |