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 | $13,506 | $57,281-76.4% | $86,612-84.4% | $75,163-82.0% |
| Participation rate | 54.2% | 63.2%-9.0pp | 71.7%-17.5pp | 67.2%-13.0pp |
| Annual return | 14.52% | 2670.75%-2656.2pp | 591.07%-576.6pp | 160.62%-146.1pp |
| Employer contribution / active EE | $282 | $2,314-87.8% | $3,022-90.7% | $2,670-89.4% |
| Participant deferral / active EE | $2,462 | $3,318-25.8% | $4,438-44.5% | $4,125-40.3% |
| Admin fee / account holder | $1,334 | $4,112-67.5% | $5,614-76.2% | $5,651-76.4% |