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 | $123,708 | $124,319-0.5% | $111,297+11.2% | $167,490-26.1% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 19.33% | 37.44%-18.1pp | 54.65%-35.3pp | 478.56%-459.2pp |
| Employer contribution / active EE | $3,443 | $3,435+0.2% | $2,731+26.1% | $4,837-28.8% |
| Participant deferral / active EE | $996 | $5,180-80.8% | $4,487-77.8% | $6,341-84.3% |
| Admin fee / account holder | $443 | $10,618-95.8% | $7,964-94.4% | $12,309-96.4% |