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 4-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 | $45,415 | $53,165-14.6% | $86,188-47.3% | $74,419-39.0% |
| Participation rate | 5.1% | 64.9%-59.8pp | 69.0%-63.9pp | 70.7%-65.7pp |
| Annual return | 29.75% | 22.64%+7.1pp | 1168.45%-1138.7pp | 34.38%-4.6pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $442 | $3,234-86.3% | $3,985-88.9% | $4,528-90.2% |
| Admin fee / account holder | $9,055 | $551+1542.2% | $6,852+32.2% | $348+2503.3% |