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 | $29,331 | $54,701-46.4% | $86,188-66.0% | $71,457-59.0% |
| Participation rate | 27.9% | 60.1%-32.2pp | 69.0%-41.0pp | 67.9%-40.0pp |
| Annual return | 16.77% | 20.06%-3.3pp | 1168.45%-1151.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $359 | $1,265-71.6% | $2,380-84.9% | $2,588-86.1% |
| Participant deferral / active EE | $629 | $3,108-79.8% | $3,985-84.2% | $4,289-85.3% |
| Admin fee / account holder | $1,870 | $1,922-2.7% | $6,852-72.7% | $1,587+17.8% |