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 6-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 | $15,666 | $47,126-66.8% | $149,673-89.5% | $74,419-78.9% |
| Participation rate | 6.8% | 63.4%-56.6pp | 78.8%-72.0pp | 70.7%-63.9pp |
| Annual return | 32.73% | 22.75%+10.0pp | 134.42%-101.7pp | 34.38%-1.7pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $461 | $2,728-83.1% | $5,680-91.9% | $4,528-89.8% |
| Admin fee / account holder | $5,070 | $343+1379.5% | $13,210-61.6% | $348+1357.6% |