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 | $56,640 | $110,502-48.7% | $80,716-29.8% | $167,490-66.2% |
| Participation rate | 43.8% | 64.0%-20.2pp | 54.2%-10.4pp | 82.1%-38.4pp |
| Annual return | 14.37% | 120.54%-106.2pp | 87.28%-72.9pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4 | $1,543-99.8% | $1,160-99.7% | $4,837-99.9% |
| Participant deferral / active EE | $9 | $2,871-99.7% | $2,146-99.6% | $6,341-99.9% |
| Admin fee / account holder | $2,776 | $4,545-38.9% | $3,380-17.9% | $12,309-77.5% |