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.
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 | $35,822 | $58,694-39.0% | $142,863-74.9% | $85,850-58.3% |
| Participation rate | 53.1% | 58.5%-5.4pp | 71.9%-18.8pp | 69.3%-16.2pp |
| Annual return | 18.37% | 27.72%-9.4pp | 5637.54%-5619.2pp | 318.53%-300.2pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,243 | $2,607+24.4% | $3,837-15.5% | $3,952-17.9% |
| Admin fee / account holder | $3,105 | $4,239-26.7% | $6,560-52.7% | $6,260-50.4% |