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 9-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 | $90,137 | $73,787+22.2% | $98,716-8.7% | $82,448+9.3% |
| Participation rate | 6.1% | 61.4%-55.3pp | 69.3%-63.2pp | 68.1%-61.9pp |
| Annual return | 14.82% | 18.57%-3.7pp | 31.81%-17.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $238 | $3,081-92.3% | $4,048-94.1% | $4,139-94.2% |
| Admin fee / account holder | $2,194 | $6,500-66.3% | $8,703-74.8% | $7,234-69.7% |