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 | $83,372 | $98,750-15.6% | $149,696-44.3% | $79,858+4.4% |
| Participation rate | 53.1% | 75.8%-22.6pp | 82.5%-29.4pp | 69.6%-16.5pp |
| Annual return | 16.90% | 27.43%-10.5pp | 276.60%-259.7pp | 31.71%-14.8pp |
| Employer contribution / active EE | $658 | $3,216-79.5% | $4,644-85.8% | $2,471-73.4% |
| Participant deferral / active EE | $1,132 | $5,680-80.1% | $6,842-83.5% | $3,740-69.7% |
| Admin fee / account holder | $4,792 | $6,053-20.8% | $9,309-48.5% | $5,306-9.7% |