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 8-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,306 | $61,774-54.2% | $97,226-70.9% | $80,856-65.0% |
| Participation rate | 21.4% | 63.5%-42.1pp | 72.7%-51.3pp | 67.6%-46.2pp |
| Annual return | 11.92% | -557.90%+569.8pp | 75.13%-63.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $863 | $1,837-53.0% | $2,729-68.4% | $2,755-68.7% |
| Participant deferral / active EE | $915 | $3,029-69.8% | $4,264-78.5% | $4,296-78.7% |
| Admin fee / account holder | $1,039 | $5,166-79.9% | $5,654-81.6% | $6,918-85.0% |