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 | $18,645 | $77,634-76.0% | $156,549-88.1% | $62,891-70.4% |
| Participation rate | 19.6% | 71.2%-51.6pp | 84.0%-64.4pp | 69.3%-49.7pp |
| Annual return | 19.38% | 50.32%-30.9pp | 32.23%-12.8pp | 20.14%-0.8pp |
| Employer contribution / active EE | $1 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,259 | $3,045-58.7% | $4,871-74.2% | $3,203-60.7% |
| Admin fee / account holder | $4,863 | $5,561-12.6% | $13,027-62.7% | $4,296+13.2% |