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 8-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 | $118,613 | $78,422+51.2% | $95,952+23.6% | $79,858+48.5% |
| Participation rate | 38.9% | 73.5%-34.6pp | 77.1%-38.2pp | 69.6%-30.7pp |
| Annual return | 14.50% | 19.37%-4.9pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $556 | $1,945-71.4% | $2,541-78.1% | $2,471-77.5% |
| Participant deferral / active EE | $1,542 | $3,440-55.2% | $4,167-63.0% | $3,740-58.8% |
| Admin fee / account holder | $13,215 | $5,622+135.1% | $6,795+94.5% | $5,306+149.0% |