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 | $51,115 | $168,632-69.7% | $147,614-65.4% | $125,391-59.2% |
| Participation rate | 69.2% | 88.8%-19.5pp | 84.6%-15.4pp | 83.2%-14.0pp |
| Annual return | 0.67% | 77.65%-77.0pp | 61.98%-61.3pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,148 | $6,252-81.6% | $5,564-79.4% | $4,866-76.4% |
| Participant deferral / active EE | $4,403 | $5,507-20.0% | $4,895-10.0% | $5,352-17.7% |
| Admin fee / account holder | $1,057 | $13,580-92.2% | $11,611-90.9% | $9,540-88.9% |