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 10-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 | $30,788 | $53,516-42.5% | $126,539-75.7% | $84,808-63.7% |
| Participation rate | 60.6% | 58.2%+2.4pp | 69.8%-9.2pp | 68.3%-7.7pp |
| Annual return | 14.52% | 58.34%-43.8pp | 425.95%-411.4pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,138 | $1,535-25.9% | $3,674-69.0% | $2,631-56.8% |
| Participant deferral / active EE | $633 | $2,671-76.3% | $4,083-84.5% | $4,212-85.0% |
| Admin fee / account holder | $409 | $4,497-90.9% | $6,065-93.3% | $7,344-94.4% |