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 7-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 | $6,591 | $109,982-94.0% | $97,226-93.2% | $145,922-95.5% |
| Participation rate | 20.8% | 75.9%-55.1pp | 72.7%-51.9pp | 80.3%-59.4pp |
| Annual return | 10.45% | 242.90%-232.5pp | 75.13%-64.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $345 | $4,676-92.6% | $4,264-91.9% | $6,688-94.8% |
| Admin fee / account holder | $6,822 | $6,221+9.7% | $5,654+20.7% | $13,397-49.1% |