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 | $37,552 | $63,346-40.7% | $92,233-59.3% | $70,131-46.5% |
| Participation rate | 33.8% | 68.7%-34.9pp | 76.5%-42.7pp | 69.5%-35.8pp |
| Annual return | 14.62% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $272 | $2,471-89.0% | $3,679-92.6% | $2,342-88.4% |
| Participant deferral / active EE | $1,390 | $2,854-51.3% | $3,897-64.3% | $3,332-58.3% |
| Admin fee / account holder | $1,689 | $3,840-56.0% | $5,194-67.5% | $4,645-63.6% |