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 | $28,260 | $96,635-70.8% | $86,612-67.4% | $139,434-79.7% |
| Participation rate | 41.7% | 74.4%-32.7pp | 71.7%-30.0pp | 80.3%-38.7pp |
| Annual return | 11.07% | 106.41%-95.3pp | 591.07%-580.0pp | 372.94%-361.9pp |
| Employer contribution / active EE | $148 | $3,263-95.5% | $3,022-95.1% | $4,751-96.9% |
| Participant deferral / active EE | $965 | $4,836-80.0% | $4,438-78.3% | $6,710-85.6% |
| Admin fee / account holder | $5,702 | $6,408-11.0% | $5,614+1.6% | $11,403-50.0% |