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 | $111,252 | $127,386-12.7% | $115,037-3.3% | $125,391-11.3% |
| Participation rate | 68.2% | 84.2%-16.0pp | 81.4%-13.2pp | 83.2%-15.0pp |
| Annual return | -1.32% | 31.28%-32.6pp | 26.14%-27.5pp | 282.22%-283.5pp |
| Employer contribution / active EE | $14,431 | $5,166+179.3% | $4,608+213.2% | $4,866+196.6% |
| Participant deferral / active EE | $1,233 | $6,423-80.8% | $6,026-79.5% | $5,352-77.0% |
| Admin fee / account holder | $6,775 | $9,516-28.8% | $8,175-17.1% | $9,540-29.0% |