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 | $47,984 | $121,625-60.5% | $104,607-54.1% | $158,922-69.8% |
| Participation rate | 38.9% | 77.5%-38.6pp | 74.1%-35.2pp | 82.0%-43.1pp |
| Annual return | 11.93% | 465.26%-453.3pp | 340.46%-328.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $0 | $3,163-100.0% | $2,681-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $499 | $4,177-88.1% | $3,740-86.7% | $5,982-91.7% |
| Admin fee / account holder | $6,667 | $7,787-14.4% | $6,473+3.0% | $11,246-40.7% |