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 | $51,366 | $175,202-70.7% | $149,673-65.7% | $139,434-63.2% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 22.80% | 166.71%-143.9pp | 134.42%-111.6pp | 372.94%-350.1pp |
| Employer contribution / active EE | $901 | $5,474-83.5% | $4,818-81.3% | $4,751-81.0% |
| Participant deferral / active EE | $2,068 | $6,519-68.3% | $5,680-63.6% | $6,710-69.2% |
| Admin fee / account holder | $4,485 | $16,150-72.2% | $13,210-66.0% | $11,403-60.7% |