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 9-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 | $59,222 | $64,839-8.7% | $95,585-38.0% | $84,808-30.2% |
| Participation rate | 15.2% | 63.8%-48.7pp | 72.1%-56.9pp | 68.3%-53.2pp |
| Annual return | 14.85% | -670.96%+685.8pp | 38.56%-23.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $310 | $2,965-89.5% | $4,023-92.3% | $4,212-92.6% |
| Admin fee / account holder | $2,018 | $5,964-66.2% | $6,127-67.1% | $7,344-72.5% |