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 | $86,378 | $102,616-15.8% | $81,983+5.4% | $158,922-45.6% |
| Participation rate | 46.7% | 75.5%-28.9pp | 69.2%-22.6pp | 82.0%-35.3pp |
| Annual return | 11.55% | 61.04%-49.5pp | 41.31%-29.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $500 | $3,240-84.6% | $2,498-80.0% | $4,761-89.5% |
| Participant deferral / active EE | $789 | $4,648-83.0% | $3,722-78.8% | $5,982-86.8% |
| Admin fee / account holder | $8,785 | $8,235+6.7% | $5,664+55.1% | $11,246-21.9% |