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 | $73,533 | $103,966-29.3% | $112,887-34.9% | $75,163-2.2% |
| Participation rate | 0.0% | 75.7%-75.7pp | 80.5%-80.5pp | 67.2%-67.2pp |
| Annual return | 16.02% | 24.54%-8.5pp | 34.10%-18.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $967 | $3,870-75.0% | $4,563-78.8% | $2,670-63.8% |
| Participant deferral / active EE | $3,174 | $5,456-41.8% | $6,513-51.3% | $4,125-23.1% |
| Admin fee / account holder | $3,499 | $7,663-54.3% | $7,047-50.3% | $5,651-38.1% |