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.
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 | $52,390 | $65,041-19.5% | $90,951-42.4% | $79,858-34.4% |
| Participation rate | 34.4% | 61.6%-27.2pp | 69.0%-34.6pp | 69.6%-35.3pp |
| Annual return | 13.03% | 30.45%-17.4pp | 134.60%-121.6pp | 31.71%-18.7pp |
| Employer contribution / active EE | $395 | $1,247-68.4% | $2,122-81.4% | $2,471-84.0% |
| Participant deferral / active EE | $825 | $2,512-67.1% | $3,373-75.5% | $3,740-77.9% |
| Admin fee / account holder | $7,508 | $4,536+65.5% | $5,959+26.0% | $5,306+41.5% |