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 | $34,693 | $63,346-45.2% | $92,233-62.4% | $70,131-50.5% |
| Participation rate | 59.3% | 68.7%-9.4pp | 76.5%-17.2pp | 69.5%-10.2pp |
| Annual return | 12.79% | 530.12%-517.3pp | 176.28%-163.5pp | 73.14%-60.3pp |
| Employer contribution / active EE | $430 | $2,471-82.6% | $3,679-88.3% | $2,342-81.7% |
| Participant deferral / active EE | $2,368 | $2,854-17.0% | $3,897-39.2% | $3,332-28.9% |
| Admin fee / account holder | $419 | $3,840-89.1% | $5,194-91.9% | $4,645-91.0% |