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 | $140,279 | $107,791+30.1% | $90,645+54.8% | $135,375+3.6% |
| Participation rate | 46.7% | 78.0%-31.4pp | 74.0%-27.4pp | 82.6%-36.0pp |
| Annual return | -4.93% | -0.90%-4.0pp | 1.88%-6.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $240 | $3,872-93.8% | $3,425-93.0% | $5,609-95.7% |
| Admin fee / account holder | $1,550 | $5,930-73.9% | $4,994-69.0% | $10,827-85.7% |