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 | $182,018 | $56,060+224.7% | $76,002+139.5% | $80,874+125.1% |
| Participation rate | 17.9% | 62.0%-44.2pp | 69.1%-51.2pp | 67.6%-49.8pp |
| Annual return | 11.33% | 20.54%-9.2pp | 360.07%-348.7pp | 35.62%-24.3pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,459 | $3,051-52.2% | $4,257-65.7% | $4,297-66.1% |
| Admin fee / account holder | $21,929 | $5,237+318.7% | $6,414+241.9% | $6,935+216.2% |