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 | $65,657 | $43,075+52.4% | $74,583-12.0% | $62,891+4.4% |
| Participation rate | 13.2% | 58.1%-44.9pp | 68.1%-55.0pp | 69.3%-56.1pp |
| Annual return | 10.14% | 17.50%-7.4pp | 20.47%-10.3pp | 20.14%-10.0pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $358 | $2,389-85.0% | $3,458-89.6% | $3,203-88.8% |
| Admin fee / account holder | $532 | $2,840-81.3% | $4,138-87.1% | $4,296-87.6% |