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 | $33,291 | $67,984-51.0% | $65,493-49.2% | $74,304-55.2% |
| Participation rate | 43.1% | 66.3%-23.2pp | 73.1%-30.0pp | 60.3%-17.2pp |
| Annual return | 12.12% | 19.87%-7.7pp | 982.45%-970.3pp | 29.43%-17.3pp |
| Employer contribution / active EE | $517 | $2,491-79.3% | $2,574-79.9% | $2,241-76.9% |
| Participant deferral / active EE | $1,117 | $3,346-66.6% | $3,961-71.8% | $3,767-70.4% |
| Admin fee / account holder | $2,004 | $1,373+46.0% | $5,028-60.1% | $2,969-32.5% |