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 6-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 | $8,481 | $110,887-92.4% | - | $145,922-94.2% |
| Participation rate | 27.3% | 68.1%-40.8pp | - | 80.3%-53.0pp |
| Annual return | 16.07% | 17.59%-1.5pp | - | 561.29%-545.2pp |
| Employer contribution / active EE | $0 | $5,672-100.0% | - | $4,660-100.0% |
| Participant deferral / active EE | $460 | $5,582-91.8% | - | $6,688-93.1% |
| Admin fee / account holder | $338 | $6,317-94.6% | - | $13,397-97.5% |