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 | $50,096 | $137,414-63.5% | $189,513-73.6% | $85,850-41.6% |
| Participation rate | 52.6% | 84.6%-32.0pp | 87.8%-35.2pp | 69.3%-16.7pp |
| Annual return | 23.95% | 38.14%-14.2pp | 555.15%-531.2pp | 318.53%-294.6pp |
| Employer contribution / active EE | $0 | $4,344-100.0% | $6,162-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,788 | $6,260-71.4% | $8,221-78.3% | $3,952-54.8% |
| Admin fee / account holder | $1,992 | $8,630-76.9% | $12,045-83.5% | $6,260-68.2% |