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 | $58,591 | $63,861-8.3% | $104,607-44.0% | $79,858-26.6% |
| Participation rate | 64.9% | 64.9%0pp | 74.1%-9.2pp | 69.6%-4.7pp |
| Annual return | 13.89% | 21.30%-7.4pp | 340.46%-326.6pp | 31.71%-17.8pp |
| Employer contribution / active EE | $3,100 | $1,588+95.2% | $2,681+15.7% | $2,471+25.5% |
| Participant deferral / active EE | $518 | $2,693-80.8% | $3,740-86.1% | $3,740-86.2% |
| Admin fee / account holder | $2,849 | $4,185-31.9% | $6,473-56.0% | $5,306-46.3% |