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 | $30,292 | $85,766-64.7% | $136,294-77.8% | $70,131-56.8% |
| Participation rate | 59.2% | 74.2%-15.0pp | 81.9%-22.7pp | 69.5%-10.4pp |
| Annual return | 27.54% | 31.45%-3.9pp | 5155.94%-5128.4pp | 73.14%-45.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,178 | $5,051+42.1% | $6,247+14.9% | $3,332+115.5% |
| Admin fee / account holder | $563 | $5,420-89.6% | $9,243-93.9% | $4,645-87.9% |