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 | $89,844 | $60,124+49.4% | $90,404-0.6% | $79,858+12.5% |
| Participation rate | 49.2% | 65.0%-15.8pp | 72.7%-23.5pp | 69.6%-20.5pp |
| Annual return | 28.63% | 71.94%-43.3pp | 1293.02%-1264.4pp | 31.71%-3.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $781 | $2,938-73.4% | $3,963-80.3% | $3,740-79.1% |
| Admin fee / account holder | $3,463 | $3,976-12.9% | $5,611-38.3% | $5,306-34.7% |