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.
Employer 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 | $56,917 | $27,915+103.9% | $58,482-2.7% | $75,163-24.3% |
| Participation rate | 21.8% | 38.8%-17.0pp | 50.9%-29.1pp | 67.2%-45.4pp |
| Annual return | 16.24% | 44.20%-28.0pp | 4239.32%-4223.1pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $876 | $1,201-27.1% | $1,924-54.5% | $4,125-78.8% |
| Admin fee / account holder | $824 | $1,726-52.2% | $2,516-67.2% | $5,651-85.4% |