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 | $37,890 | $112,096-66.2% | $95,952-60.5% | $158,922-76.2% |
| Participation rate | 68.4% | 79.0%-10.6pp | 77.1%-8.7pp | 82.0%-13.5pp |
| Annual return | 15.34% | 171.09%-155.8pp | 91.61%-76.3pp | 302.83%-287.5pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,780 | $4,784-41.9% | $4,167-33.3% | $5,982-53.5% |
| Admin fee / account holder | $1,999 | $10,130-80.3% | $6,795-70.6% | $11,246-82.2% |