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 | $29,314 | $72,277-59.4% | $101,248-71.0% | $79,858-63.3% |
| Participation rate | 64.9% | 68.5%-3.6pp | 75.8%-10.9pp | 69.6%-4.8pp |
| Annual return | 19.13% | 22.30%-3.2pp | 46.47%-27.3pp | 31.71%-12.6pp |
| Employer contribution / active EE | $11,367 | $2,692+322.3% | $3,660+210.6% | $2,471+360.1% |
| Participant deferral / active EE | $1,298 | $3,282-60.5% | $4,370-70.3% | $3,740-65.3% |
| Admin fee / account holder | $6,986 | $4,400+58.8% | $5,945+17.5% | $5,306+31.7% |