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 | $22,179 | $67,984-67.4% | $65,493-66.1% | $74,304-70.2% |
| Participation rate | 39.6% | 66.3%-26.8pp | 73.1%-33.5pp | 60.3%-20.8pp |
| Annual return | 15.96% | 19.87%-3.9pp | 982.45%-966.5pp | 29.43%-13.5pp |
| Employer contribution / active EE | $508 | $2,491-79.6% | $2,574-80.3% | $2,241-77.4% |
| Participant deferral / active EE | $1,097 | $3,346-67.2% | $3,961-72.3% | $3,767-70.9% |
| Admin fee / account holder | $886 | $1,373-35.5% | $5,028-82.4% | $2,969-70.2% |