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 | $66,966 | $102,966-35.0% | $90,281-25.8% | $152,861-56.2% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.4%-32.4pp |
| Annual return | 25.97% | 95.16%-69.2pp | 78.10%-52.1pp | 345.32%-319.3pp |
| Employer contribution / active EE | $123 | $3,139-96.1% | $2,854-95.7% | $4,762-97.4% |
| Participant deferral / active EE | $1,794 | $4,281-58.1% | $3,885-53.8% | $5,850-69.3% |
| Admin fee / account holder | $900 | $6,171-85.4% | $5,351-83.2% | $11,596-92.2% |