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 | $71,409 | $132,634-46.2% | $115,768-38.3% | $137,256-48.0% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.4%-19.4pp | 80.0%-25.0pp |
| Annual return | 15.36% | 160.70%-145.3pp | 100.46%-85.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $463 | $3,360-86.2% | $2,940-84.2% | $4,156-88.9% |
| Participant deferral / active EE | $1,969 | $5,619-64.9% | $4,917-59.9% | $6,407-69.3% |
| Admin fee / account holder | $2,891 | $15,028-80.8% | $12,439-76.8% | $12,270-76.4% |