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 | $69,064 | $85,202-18.9% | $172,739-60.0% | $72,985-5.4% |
| Participation rate | 69.7% | 70.1%-0.4pp | 82.6%-12.9pp | 69.5%+0.2pp |
| Annual return | 20.95% | 27.32%-6.4pp | 802.84%-781.9pp | 81.00%-60.1pp |
| Employer contribution / active EE | $80 | $3,324-97.6% | $5,143-98.4% | $2,440-96.7% |
| Participant deferral / active EE | $2,873 | $3,260-11.9% | $5,198-44.7% | $3,607-20.3% |
| Admin fee / account holder | $1,238 | $5,884-79.0% | $13,954-91.1% | $5,124-75.8% |