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 | $28,967 | $56,053-48.3% | $75,972-61.9% | $80,856-64.2% |
| Participation rate | 57.1% | 62.0%-4.9pp | 69.1%-11.9pp | 67.6%-10.5pp |
| Annual return | 11.07% | 20.53%-9.5pp | 359.55%-348.5pp | 35.59%-24.5pp |
| Employer contribution / active EE | $52 | $1,874-97.2% | $2,685-98.1% | $2,755-98.1% |
| Participant deferral / active EE | $1,045 | $3,052-65.7% | $4,255-75.4% | $4,296-75.7% |
| Admin fee / account holder | $10,105 | $5,234+93.1% | $6,467+56.3% | $6,918+46.1% |