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 | $35,087 | $58,828-40.4% | $77,999-55.0% | $62,891-44.2% |
| Participation rate | 5.7% | 71.1%-65.4pp | 75.5%-69.9pp | 69.3%-63.6pp |
| Annual return | 9.42% | 17.16%-7.7pp | 425.96%-416.5pp | 20.14%-10.7pp |
| Employer contribution / active EE | $91 | $1,672-94.6% | $2,470-96.3% | $2,281-96.0% |
| Participant deferral / active EE | $1,146 | $2,686-57.3% | $3,497-67.2% | $3,203-64.2% |
| Admin fee / account holder | $309 | $4,393-93.0% | $5,480-94.4% | $4,296-92.8% |