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 | $68,527 | $57,016+20.2% | $84,966-19.3% | $80,856-15.2% |
| Participation rate | 7.8% | 56.3%-48.6pp | 67.5%-59.7pp | 67.6%-59.8pp |
| Annual return | 26.28% | 21.66%+4.6pp | 66.38%-40.1pp | 35.59%-9.3pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $531 | $3,110-82.9% | $4,519-88.3% | $4,296-87.6% |
| Admin fee / account holder | $1,860 | $4,980-62.7% | $6,149-69.7% | $6,918-73.1% |