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 | $57,201 | $53,053+7.8% | $126,539-54.8% | $74,304-23.0% |
| Participation rate | 17.1% | 48.0%-31.0pp | 69.8%-52.7pp | 60.3%-43.3pp |
| Annual return | 17.97% | 29.46%-11.5pp | 425.95%-408.0pp | 29.43%-11.5pp |
| Employer contribution / active EE | $484 | $1,168-58.6% | $3,674-86.8% | $2,241-78.4% |
| Participant deferral / active EE | $699 | $2,303-69.7% | $4,083-82.9% | $3,767-81.4% |
| Admin fee / account holder | $4,869 | $3,698+31.7% | $6,065-19.7% | $2,969+64.0% |