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 | $30,714 | $45,566-32.6% | $64,105-52.1% | $59,632-48.5% |
| Participation rate | 28.1% | 60.2%-32.0pp | 68.2%-40.0pp | 68.7%-40.5pp |
| Annual return | -0.98% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $398 | $934-57.4% | $1,820-78.1% | $2,203-81.9% |
| Participant deferral / active EE | $600 | $2,057-70.8% | $2,822-78.7% | $3,192-81.2% |
| Admin fee / account holder | $3,418 | $3,268+4.6% | $4,499-24.0% | $4,297-20.5% |