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 | $64,362 | $31,310+105.6% | $53,898+19.4% | $74,304-13.4% |
| Participation rate | 16.7% | 30.7%-13.9pp | 55.0%-38.2pp | 60.3%-43.6pp |
| Annual return | 16.52% | 23.16%-6.6pp | 528.60%-512.1pp | 29.43%-12.9pp |
| Employer contribution / active EE | $47 | $450-89.6% | $932-95.0% | $2,241-97.9% |
| Participant deferral / active EE | $651 | $934-30.4% | $1,826-64.4% | $3,767-82.7% |
| Admin fee / account holder | $2,668 | $2,175+22.6% | $2,491+7.1% | $2,969-10.1% |