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 4-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 | $15,385 | $55,415-72.2% | $155,509-90.1% | $74,495-79.3% |
| Participation rate | 8.6% | 61.9%-53.3pp | 78.2%-69.6pp | 67.2%-58.6pp |
| Annual return | 40.06% | 268.50%-228.4pp | 64.67%-24.6pp | 1364.94%-1324.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $233 | $2,836-91.8% | $5,626-95.9% | $4,346-94.6% |
| Admin fee / account holder | $2,243 | $1,738+29.0% | $15,912-85.9% | $1,942+15.5% |