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 | $16,654 | $53,822-69.1% | $75,696-78.0% | $85,850-80.6% |
| Participation rate | 50.0% | 69.1%-19.1pp | 74.8%-24.8pp | 69.3%-19.3pp |
| Annual return | 15.70% | 24.54%-8.8pp | 104.53%-88.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $440 | $2,017-78.2% | $2,743-84.0% | $2,565-82.9% |
| Participant deferral / active EE | $880 | $2,895-69.6% | $3,821-77.0% | $3,952-77.7% |
| Admin fee / account holder | $4,096 | $3,343+22.5% | $3,619+13.2% | $6,260-34.6% |