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 | $71,230 | $65,561+8.6% | $86,188-17.4% | $75,163-5.2% |
| Participation rate | 28.3% | 60.5%-32.2pp | 69.0%-40.7pp | 67.2%-38.9pp |
| Annual return | 16.03% | 46.05%-30.0pp | 1168.45%-1152.4pp | 160.62%-144.6pp |
| Employer contribution / active EE | $190 | $1,553-87.7% | $2,380-92.0% | $2,670-92.9% |
| Participant deferral / active EE | $2,721 | $3,024-10.0% | $3,985-31.7% | $4,125-34.0% |
| Admin fee / account holder | $13,959 | $5,474+155.0% | $6,852+103.7% | $5,651+147.0% |