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 7-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 | $78,190 | $63,346+23.4% | $92,233-15.2% | $70,131+11.5% |
| Participation rate | 22.2% | 68.7%-46.5pp | 76.5%-54.3pp | 69.5%-47.3pp |
| Annual return | 15.22% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $995 | $2,854-65.1% | $3,897-74.5% | $3,332-70.1% |
| Admin fee / account holder | $1,705 | $3,840-55.6% | $5,194-67.2% | $4,645-63.3% |