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 | $47,444 | $70,428-32.6% | $96,562-50.9% | $85,850-44.7% |
| Participation rate | 50.9% | 61.8%-10.9pp | 69.8%-18.9pp | 69.3%-18.4pp |
| Annual return | 12.94% | 18.59%-5.6pp | 37.78%-24.8pp | 318.53%-305.6pp |
| Employer contribution / active EE | $248 | $1,413-82.5% | $2,356-89.5% | $2,565-90.3% |
| Participant deferral / active EE | $1,905 | $2,894-34.2% | $3,849-50.5% | $3,952-51.8% |
| Admin fee / account holder | $1,723 | $4,997-65.5% | $6,181-72.1% | $6,260-72.5% |