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 7-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 | $69,304 | $56,053+23.6% | $75,972-8.8% | $80,856-14.3% |
| Participation rate | 7.1% | 62.0%-54.9pp | 69.1%-61.9pp | 67.6%-60.5pp |
| Annual return | 12.37% | 20.53%-8.2pp | 359.55%-347.2pp | 35.59%-23.2pp |
| Employer contribution / active EE | $127 | $1,874-93.2% | $2,685-95.3% | $2,755-95.4% |
| Participant deferral / active EE | $1,171 | $3,052-61.6% | $4,255-72.5% | $4,296-72.7% |
| Admin fee / account holder | $4,910 | $5,234-6.2% | $6,467-24.1% | $6,918-29.0% |