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 | $15,748 | $53,127-70.4% | $86,590-81.8% | $70,131-77.5% |
| Participation rate | 10.3% | 65.3%-55.1pp | 73.5%-63.3pp | 69.5%-59.3pp |
| Annual return | 48.38% | 27.66%+20.7pp | 964.84%-916.5pp | 73.14%-24.8pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $208 | $2,696-92.3% | $3,609-94.2% | $3,332-93.8% |
| Admin fee / account holder | $2,249 | $3,585-37.3% | $4,906-54.1% | $4,645-51.6% |