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 | $26,616 | $180,449-85.2% | $154,107-82.7% | $135,375-80.3% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -3.93% | 888.09%-892.0pp | 735.12%-739.0pp | 519.73%-523.7pp |
| Employer contribution / active EE | $1,507 | $6,035-75.0% | $5,298-71.6% | $4,779-68.5% |
| Participant deferral / active EE | $4,832 | $5,806-16.8% | $5,081-4.9% | $5,609-13.8% |
| Admin fee / account holder | $2,114 | $16,143-86.9% | $13,411-84.2% | $10,827-80.5% |