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 | $35,434 | $56,053-36.8% | $75,972-53.4% | $80,856-56.2% |
| Participation rate | 58.2% | 62.0%-3.9pp | 69.1%-10.9pp | 67.6%-9.5pp |
| Annual return | 12.30% | 20.53%-8.2pp | 359.55%-347.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $257 | $1,874-86.3% | $2,685-90.4% | $2,755-90.7% |
| Participant deferral / active EE | $1,411 | $3,052-53.8% | $4,255-66.8% | $4,296-67.1% |
| Admin fee / account holder | $6,380 | $5,234+21.9% | $6,467-1.3% | $6,918-7.8% |