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 8-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 | $51,216 | $53,053-3.5% | $126,539-59.5% | $74,304-31.1% |
| Participation rate | 7.5% | 48.0%-40.5pp | 69.8%-62.3pp | 60.3%-52.8pp |
| Annual return | 15.66% | 29.46%-13.8pp | 425.95%-410.3pp | 29.43%-13.8pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $3,674-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $236 | $2,303-89.8% | $4,083-94.2% | $3,767-93.7% |
| Admin fee / account holder | $8,617 | $3,698+133.0% | $6,065+42.1% | $2,969+190.2% |