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 | $71,459 | $127,100-43.8% | $105,738-32.4% | $135,375-47.2% |
| Participation rate | 64.7% | 82.7%-18.0pp | 76.3%-11.6pp | 82.6%-17.9pp |
| Annual return | -7.20% | 4.49%-11.7pp | 6.27%-13.5pp | 519.73%-526.9pp |
| Employer contribution / active EE | $4,990 | $4,107+21.5% | $3,268+52.7% | $4,779+4.4% |
| Participant deferral / active EE | $1,294 | $5,064-74.5% | $4,080-68.3% | $5,609-76.9% |
| Admin fee / account holder | $3,234 | $9,087-64.4% | $6,913-53.2% | $10,827-70.1% |