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 | $126,868 | $45,035+181.7% | $62,995+101.4% | $70,131+80.9% |
| Participation rate | 5.6% | 69.5%-63.9pp | 74.8%-69.2pp | 69.5%-63.9pp |
| Annual return | 13.56% | 18.76%-5.2pp | 87.57%-74.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $4,225 | $2,051+106.0% | $2,759+53.2% | $2,342+80.4% |
| Participant deferral / active EE | $296 | $2,465-88.0% | $3,329-91.1% | $3,332-91.1% |
| Admin fee / account holder | $6,290 | $2,834+121.9% | $3,600+74.7% | $4,645+35.4% |