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 8-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 | $16,401 | $115,882-85.8% | $100,516-83.7% | $158,922-89.7% |
| Participation rate | 55.6% | 81.6%-26.0pp | 79.4%-23.8pp | 82.0%-26.4pp |
| Annual return | 13.28% | 34.79%-21.5pp | 30.89%-17.6pp | 302.83%-289.5pp |
| Employer contribution / active EE | $6,876 | $4,103+67.6% | $3,418+101.2% | $4,761+44.4% |
| Participant deferral / active EE | $0 | $6,674-100.0% | $6,270-100.0% | $5,982-100.0% |
| Admin fee / account holder | $798 | $10,995-92.7% | $8,081-90.1% | $11,246-92.9% |