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 | $56,794 | $94,752-40.1% | $112,887-49.7% | $139,434-59.3% |
| Participation rate | 64.3% | 81.3%-17.0pp | 80.5%-16.2pp | 80.3%-16.0pp |
| Annual return | 25.88% | 40.88%-15.0pp | 34.10%-8.2pp | 372.94%-347.1pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,721 | $6,512-58.2% | $6,513-58.2% | $6,710-59.5% |
| Admin fee / account holder | $1,304 | $8,527-84.7% | $7,047-81.5% | $11,403-88.6% |