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 | $51,099 | $49,922+2.4% | $80,569-36.6% | $75,163-32.0% |
| Participation rate | 7.9% | 55.3%-47.4pp | 67.0%-59.1pp | 67.2%-59.3pp |
| Annual return | 28.46% | 34.69%-6.2pp | 935.43%-907.0pp | 160.62%-132.2pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $467 | $2,990-84.4% | $4,447-89.5% | $4,125-88.7% |
| Admin fee / account holder | $3,426 | $3,577-4.2% | $5,377-36.3% | $5,651-39.4% |