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 | $33,941 | $98,750-65.6% | $149,696-77.3% | $79,858-57.5% |
| Participation rate | 53.3% | 75.8%-22.4pp | 82.5%-29.1pp | 69.6%-16.3pp |
| Annual return | 34.34% | 27.43%+6.9pp | 276.60%-242.3pp | 31.71%+2.6pp |
| Employer contribution / active EE | $3,451 | $3,216+7.3% | $4,644-25.7% | $2,471+39.7% |
| Participant deferral / active EE | $2,183 | $5,680-61.6% | $6,842-68.1% | $3,740-41.6% |
| Admin fee / account holder | $530 | $6,053-91.2% | $9,309-94.3% | $5,306-90.0% |