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 | $40,117 | $63,346-36.7% | $92,233-56.5% | $70,131-42.8% |
| Participation rate | 59.2% | 68.7%-9.5pp | 76.5%-17.3pp | 69.5%-10.4pp |
| Annual return | 18.78% | 530.12%-511.3pp | 176.28%-157.5pp | 73.14%-54.4pp |
| Employer contribution / active EE | $63 | $2,471-97.5% | $3,679-98.3% | $2,342-97.3% |
| Participant deferral / active EE | $1,603 | $2,854-43.8% | $3,897-58.9% | $3,332-51.9% |
| Admin fee / account holder | $1,799 | $3,840-53.2% | $5,194-65.4% | $4,645-61.3% |