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 | $63,703-7.0% | $93,063-36.4% | $82,448-28.2% |
| Participation rate | 15.2% | 63.8%-48.7pp | 72.1%-57.0pp | 68.1%-52.9pp |
| Annual return | 14.85% | -775.43%+790.3pp | 34.15%-19.3pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $310 | $2,919-89.4% | $3,958-92.2% | $4,139-92.5% |
| Admin fee / account holder | $2,018 | $5,982-66.3% | $6,033-66.6% | $7,234-72.1% |