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 | $38,354 | $48,335-20.7% | $121,098-68.3% | $71,457-46.3% |
| Participation rate | 39.6% | 54.3%-14.6pp | 69.5%-29.9pp | 67.9%-28.3pp |
| Annual return | 15.42% | 23.32%-7.9pp | 985.75%-970.3pp | 28.85%-13.4pp |
| Employer contribution / active EE | $328 | $1,489-78.0% | $4,164-92.1% | $2,588-87.3% |
| Participant deferral / active EE | $1,630 | $2,754-40.8% | $4,080-60.1% | $4,289-62.0% |
| Admin fee / account holder | $2,438 | $1,841+32.5% | $5,644-56.8% | $1,587+53.6% |