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 | $24,894 | $180,449-86.2% | $154,107-83.8% | $135,375-81.6% |
| Participation rate | 60.9% | 87.4%-26.6pp | 83.0%-22.2pp | 82.6%-21.8pp |
| Annual return | -5.83% | 888.09%-893.9pp | 735.12%-740.9pp | 519.73%-525.6pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,412 | $5,806-41.2% | $5,081-32.8% | $5,609-39.2% |
| Admin fee / account holder | $1,375 | $16,143-91.5% | $13,411-89.7% | $10,827-87.3% |