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 | $20,414 | $85,006-76.0% | $76,190-73.2% | $145,922-86.0% |
| Participation rate | 0.0% | 82.9%-82.9pp | 79.3%-79.3pp | 80.3%-80.3pp |
| Annual return | 10.37% | 13.11%-2.7pp | 13.78%-3.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $6,570 | $5,265+24.8% | $4,578+43.5% | $4,660+41.0% |
| Participant deferral / active EE | $1,571 | $6,392-75.4% | $5,474-71.3% | $6,688-76.5% |
| Admin fee / account holder | $932 | $5,760-83.8% | $5,123-81.8% | $13,397-93.0% |