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 | $50,319 | $65,561-23.2% | $86,188-41.6% | $75,163-33.1% |
| Participation rate | 61.5% | 60.5%+1.1pp | 69.0%-7.4pp | 67.2%-5.7pp |
| Annual return | 13.38% | 46.05%-32.7pp | 1168.45%-1155.1pp | 160.62%-147.2pp |
| Employer contribution / active EE | $340 | $1,553-78.1% | $2,380-85.7% | $2,670-87.3% |
| Participant deferral / active EE | $1,618 | $3,024-46.5% | $3,985-59.4% | $4,125-60.8% |
| Admin fee / account holder | $702 | $5,474-87.2% | $6,852-89.8% | $5,651-87.6% |