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 | $71,220 | $58,208+22.4% | $81,812-12.9% | $80,856-11.9% |
| Participation rate | 48.6% | 63.4%-14.8pp | 72.3%-23.8pp | 67.6%-19.1pp |
| Annual return | 17.03% | 41.66%-24.6pp | 773.79%-756.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,648 | $3,281-49.8% | $4,319-61.8% | $4,296-61.6% |
| Admin fee / account holder | $8,983 | $4,981+80.3% | $7,386+21.6% | $6,918+29.9% |