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 | $46,925 | $58,927-20.4% | $76,817-38.9% | $72,985-35.7% |
| Participation rate | 63.9% | 67.3%-3.4pp | 72.1%-8.2pp | 69.5%-5.6pp |
| Annual return | 17.72% | 2305.64%-2287.9pp | 1166.11%-1148.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $143 | $1,787-92.0% | $2,302-93.8% | $2,440-94.1% |
| Participant deferral / active EE | $1,652 | $2,690-38.6% | $3,336-50.5% | $3,607-54.2% |
| Admin fee / account holder | $5,742 | $4,013+43.1% | $6,420-10.6% | $5,124+12.1% |