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 | $39,680 | $61,789-35.8% | $97,167-59.2% | $80,874-50.9% |
| Participation rate | 20.3% | 63.5%-43.2pp | 72.7%-52.4pp | 67.6%-47.3pp |
| Annual return | 12.93% | -557.90%+570.8pp | 75.27%-62.3pp | 35.62%-22.7pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $893 | $3,028-70.5% | $4,264-79.1% | $4,297-79.2% |
| Admin fee / account holder | $1,372 | $5,168-73.4% | $5,650-75.7% | $6,935-80.2% |