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 | $72,343 | $154,117-53.1% | $129,995-44.3% | $139,434-48.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | 14.50% | 32.48%-18.0pp | -137.18%+151.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $717 | $5,289-86.4% | $4,320-83.4% | $4,751-84.9% |
| Participant deferral / active EE | $2,010 | $6,710-70.0% | $5,820-65.5% | $6,710-70.0% |
| Admin fee / account holder | $13,966 | $14,007-0.3% | $10,614+31.6% | $11,403+22.5% |