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 | $39,310 | $52,903-25.7% | $73,307-46.4% | $59,632-34.1% |
| Participation rate | 56.8% | 68.2%-11.4pp | 74.9%-18.1pp | 68.7%-11.9pp |
| Annual return | 18.98% | 12.20%+6.8pp | 5.67%+13.3pp | 2041.28%-2022.3pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,011 | $4,069+72.3% | $4,991+40.5% | $3,192+119.7% |
| Admin fee / account holder | $3,950 | $3,834+3.0% | $5,637-29.9% | $4,297-8.1% |