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 | $40,825 | $124,319-67.2% | $111,297-63.3% | $167,490-75.6% |
| Participation rate | 68.4% | 79.6%-11.2pp | 77.3%-8.9pp | 82.1%-13.7pp |
| Annual return | 14.04% | 37.44%-23.4pp | 54.65%-40.6pp | 478.56%-464.5pp |
| Employer contribution / active EE | $431 | $3,435-87.5% | $2,731-84.2% | $4,837-91.1% |
| Participant deferral / active EE | $2,343 | $5,180-54.8% | $4,487-47.8% | $6,341-63.1% |
| Admin fee / account holder | $697 | $10,618-93.4% | $7,964-91.2% | $12,309-94.3% |