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 6-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 | $28,620 | $106,515-73.1% | $96,683-70.4% | $139,434-79.5% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 21.06% | 38.43%-17.4pp | 35.69%-14.6pp | 372.94%-351.9pp |
| Employer contribution / active EE | $15,571 | $4,103+279.5% | $3,737+316.7% | $4,751+227.8% |
| Participant deferral / active EE | $534 | $5,454-90.2% | $4,878-89.0% | $6,710-92.0% |
| Admin fee / account holder | $1,544 | $7,877-80.4% | $6,730-77.1% | $11,403-86.5% |