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 | $13,503 | $96,484-86.0% | $75,886-82.2% | $152,861-91.2% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.4%-22.4pp |
| Annual return | 24.70% | 33.98%-9.3pp | 30.76%-6.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $174 | $3,309-94.7% | $2,500-93.0% | $4,762-96.3% |
| Participant deferral / active EE | $1,739 | $4,553-61.8% | $3,603-51.7% | $5,850-70.3% |
| Admin fee / account holder | $1,030 | $8,078-87.3% | $5,418-81.0% | $11,596-91.1% |