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 | $34,289 | $85,202-59.8% | $172,739-80.1% | $72,985-53.0% |
| Participation rate | 25.4% | 70.1%-44.7pp | 82.6%-57.3pp | 69.5%-44.1pp |
| Annual return | 20.16% | 27.32%-7.2pp | 802.84%-782.7pp | 81.00%-60.8pp |
| Employer contribution / active EE | $340 | $3,324-89.8% | $5,143-93.4% | $2,440-86.1% |
| Participant deferral / active EE | $1,035 | $3,260-68.2% | $5,198-80.1% | $3,607-71.3% |
| Admin fee / account holder | $560 | $5,884-90.5% | $13,954-96.0% | $5,124-89.1% |