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 8-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 | $17,799 | $51,736-65.6% | $120,225-85.2% | $67,986-73.8% |
| Participation rate | 5.1% | 46.1%-41.0pp | 69.6%-64.5pp | 57.2%-52.2pp |
| Annual return | 16.03% | 31.98%-15.9pp | 439.23%-423.2pp | 31.67%-15.6pp |
| Employer contribution / active EE | $0 | $1,071-100.0% | $3,475-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $363 | $2,206-83.5% | $3,999-90.9% | $3,358-89.2% |
| Admin fee / account holder | $4,394 | $4,159+5.7% | $5,696-22.9% | $3,203+37.2% |