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 9-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 | $21,258 | $62,573-66.0% | $85,682-75.2% | $85,850-75.2% |
| Participation rate | 61.4% | 61.1%+0.3pp | 69.9%-8.5pp | 69.3%-7.9pp |
| Annual return | 15.06% | 23.77%-8.7pp | 21.49%-6.4pp | 318.53%-303.5pp |
| Employer contribution / active EE | $461 | $1,757-73.7% | $2,618-82.4% | $2,565-82.0% |
| Participant deferral / active EE | $818 | $2,802-70.8% | $3,923-79.1% | $3,952-79.3% |
| Admin fee / account holder | $1,632 | $4,640-64.8% | $6,873-76.3% | $6,260-73.9% |