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 | $50,295 | $101,724-50.6% | $164,813-69.5% | $80,856-37.8% |
| Participation rate | 69.2% | 71.8%-2.6pp | 78.6%-9.4pp | 67.6%+1.6pp |
| Annual return | 10.99% | 16.72%-5.7pp | 69.93%-58.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $6,735 | $2,953+128.0% | $4,341+55.1% | $2,755+144.5% |
| Participant deferral / active EE | $934 | $4,477-79.1% | $6,031-84.5% | $4,296-78.3% |
| Admin fee / account holder | $808 | $8,227-90.2% | $12,690-93.6% | $6,918-88.3% |