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 | $72,140 | $106,515-32.3% | $96,683-25.4% | $139,434-48.3% |
| Participation rate | 23.8% | 77.8%-54.0pp | 74.3%-50.5pp | 80.3%-56.5pp |
| Annual return | 29.76% | 38.43%-8.7pp | 35.69%-5.9pp | 372.94%-343.2pp |
| Employer contribution / active EE | $737 | $4,103-82.0% | $3,737-80.3% | $4,751-84.5% |
| Participant deferral / active EE | $1,646 | $5,454-69.8% | $4,878-66.3% | $6,710-75.5% |
| Admin fee / account holder | $1,939 | $7,877-75.4% | $6,730-71.2% | $11,403-83.0% |