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 | $60,389 | $113,935-47.0% | $94,224-35.9% | $125,391-51.8% |
| Participation rate | 60.0% | 82.9%-22.9pp | 78.8%-18.8pp | 83.2%-23.2pp |
| Annual return | -0.64% | 5.29%-5.9pp | 10.68%-11.3pp | 282.22%-282.9pp |
| Employer contribution / active EE | $825 | $4,727-82.5% | $3,587-77.0% | $4,866-83.0% |
| Participant deferral / active EE | $1,003 | $5,179-80.6% | $4,320-76.8% | $5,352-81.3% |
| Admin fee / account holder | $21,324 | $8,391+154.1% | $6,269+240.2% | $9,540+123.5% |