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 | $46,698 | $103,024-54.7% | $112,040-58.3% | $79,634-41.4% |
| Participation rate | 2.5% | 80.6%-78.0pp | 76.5%-74.0pp | 62.5%-60.0pp |
| Annual return | 19.43% | 17.60%+1.8pp | 24.52%-5.1pp | 36.46%-17.0pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $2,954-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $273 | $5,233-94.8% | $5,098-94.6% | $3,835-92.9% |
| Admin fee / account holder | $6,337 | $465+1262.9% | $12,098-47.6% | $1,002+532.5% |