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 | $34,990 | $107,334-67.4% | $92,893-62.3% | $152,861-77.1% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.4%-13.7pp |
| Annual return | 18.36% | 145.58%-127.2pp | 109.41%-91.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $7,781 | $4,221+84.3% | $3,653+113.0% | $4,762+63.4% |
| Participant deferral / active EE | $1,229 | $4,845-74.6% | $4,236-71.0% | $5,850-79.0% |
| Admin fee / account holder | $4,137 | $7,079-41.6% | $5,794-28.6% | $11,596-64.3% |