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 | $33,311 | $48,570-31.4% | $130,648-74.5% | $72,985-54.4% |
| Participation rate | 5.2% | 58.6%-53.4pp | 71.7%-66.5pp | 69.5%-64.3pp |
| Annual return | 24.91% | 38.63%-13.7pp | 1708.96%-1684.0pp | 81.00%-56.1pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $163 | $2,384-93.2% | $3,603-95.5% | $3,607-95.5% |
| Admin fee / account holder | $4,497 | $3,549+26.7% | $5,464-17.7% | $5,124-12.2% |