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 | $37,191 | $65,041-42.8% | $90,951-59.1% | $79,858-53.4% |
| Participation rate | 39.6% | 61.6%-22.0pp | 69.0%-29.4pp | 69.6%-30.0pp |
| Annual return | 13.55% | 30.45%-16.9pp | 134.60%-121.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,783 | $2,512-29.0% | $3,373-47.1% | $3,740-52.3% |
| Admin fee / account holder | $973 | $4,536-78.6% | $5,959-83.7% | $5,306-81.7% |