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 | $24,014 | $52,903-54.6% | $73,307-67.2% | $59,632-59.7% |
| Participation rate | 36.4% | 68.2%-31.9pp | 74.9%-38.6pp | 68.7%-32.3pp |
| Annual return | -0.10% | 12.20%-12.3pp | 5.67%-5.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $971 | $4,069-76.1% | $4,991-80.5% | $3,192-69.6% |
| Admin fee / account holder | $495 | $3,834-87.1% | $5,637-91.2% | $4,297-88.5% |