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 | $53,103 | $168,632-68.5% | $147,614-64.0% | $125,391-57.6% |
| Participation rate | 62.5% | 88.8%-26.3pp | 84.6%-22.1pp | 83.2%-20.7pp |
| Annual return | 3.23% | 77.65%-74.4pp | 61.98%-58.7pp | 282.22%-279.0pp |
| Employer contribution / active EE | $547 | $6,252-91.3% | $5,564-90.2% | $4,866-88.8% |
| Participant deferral / active EE | $2,574 | $5,507-53.3% | $4,895-47.4% | $5,352-51.9% |
| Admin fee / account holder | $584 | $13,580-95.7% | $11,611-95.0% | $9,540-93.9% |