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 | $71,113 | $154,117-53.9% | $129,995-45.3% | $139,434-49.0% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.5%-21.3pp | 80.3%-23.2pp |
| Annual return | 35.06% | 32.48%+2.6pp | -137.18%+172.2pp | 372.94%-337.9pp |
| Employer contribution / active EE | $470 | $5,289-91.1% | $4,320-89.1% | $4,751-90.1% |
| Participant deferral / active EE | $3,104 | $6,710-53.7% | $5,820-46.7% | $6,710-53.7% |
| Admin fee / account holder | $313 | $14,007-97.8% | $10,614-97.1% | $11,403-97.3% |