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 9-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 | $41,035 | $121,625-66.3% | $104,607-60.8% | $158,922-74.2% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 15.56% | 465.26%-449.7pp | 340.46%-324.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $7,296 | $3,163+130.7% | $2,681+172.2% | $4,761+53.2% |
| Participant deferral / active EE | $564 | $4,177-86.5% | $3,740-84.9% | $5,982-90.6% |
| Admin fee / account holder | $2,107 | $7,787-72.9% | $6,473-67.5% | $11,246-81.3% |