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.
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 | $26,492 | $45,035-41.2% | $62,995-57.9% | $70,131-62.2% |
| Participation rate | 10.8% | 69.5%-58.7pp | 74.8%-64.0pp | 69.5%-58.7pp |
| Annual return | 18.03% | 18.76%-0.7pp | 87.57%-69.5pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $551 | $2,465-77.7% | $3,329-83.5% | $3,332-83.5% |
| Admin fee / account holder | $2,585 | $2,834-8.8% | $3,600-28.2% | $4,645-44.4% |