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 | $57,111 | $30,732+85.8% | $59,496-4.0% | $59,632-4.2% |
| Participation rate | 30.9% | 43.2%-12.3pp | 54.6%-23.6pp | 68.7%-37.8pp |
| Annual return | 5.62% | 4.47%+1.2pp | 182.05%-176.4pp | 2041.28%-2035.7pp |
| Employer contribution / active EE | $39 | $631-93.8% | $1,153-96.6% | $2,203-98.2% |
| Participant deferral / active EE | $642 | $1,183-45.7% | $1,829-64.9% | $3,192-79.9% |
| Admin fee / account holder | $3,088 | $2,136+44.5% | $2,232+38.3% | $4,297-28.1% |