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 | $38,601 | $71,516-46.0% | $98,439-60.8% | $71,457-46.0% |
| Participation rate | 10.4% | 72.7%-62.3pp | 75.2%-64.8pp | 67.9%-57.5pp |
| Annual return | 15.12% | 32.41%-17.3pp | 21.16%-6.0pp | 28.85%-13.7pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $326 | $4,109-92.1% | $4,738-93.1% | $4,289-92.4% |
| Admin fee / account holder | $745 | $1,675-55.5% | $8,948-91.7% | $1,587-53.1% |