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 | $52,012 | $52,279-0.5% | $89,391-41.8% | $79,858-34.9% |
| Participation rate | 6.4% | 57.5%-51.2pp | 68.0%-61.6pp | 69.6%-63.2pp |
| Annual return | 17.52% | 22.16%-4.6pp | 245.62%-228.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $284 | $1,572-81.9% | $2,586-89.0% | $2,471-88.5% |
| Participant deferral / active EE | $308 | $2,740-88.8% | $3,890-92.1% | $3,740-91.8% |
| Admin fee / account holder | $13,923 | $3,356+314.8% | $4,881+185.2% | $5,306+162.4% |