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 | $11,043 | $31,310-64.7% | $53,898-79.5% | $74,304-85.1% |
| Participation rate | 6.8% | 30.7%-23.9pp | 55.0%-48.1pp | 60.3%-53.5pp |
| Annual return | 15.84% | 23.16%-7.3pp | 528.60%-512.8pp | 29.43%-13.6pp |
| Employer contribution / active EE | $95 | $450-78.9% | $932-89.8% | $2,241-95.8% |
| Participant deferral / active EE | $119 | $934-87.2% | $1,826-93.5% | $3,767-96.8% |
| Admin fee / account holder | $429 | $2,175-80.3% | $2,491-82.8% | $2,969-85.6% |