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 | $17,917 | $53,127-66.3% | $86,590-79.3% | $70,131-74.5% |
| Participation rate | 34.8% | 65.3%-30.5pp | 73.5%-38.8pp | 69.5%-34.8pp |
| Annual return | 84.09% | 27.66%+56.4pp | 964.84%-880.8pp | 73.14%+10.9pp |
| Employer contribution / active EE | $214 | $2,068-89.6% | $2,839-92.5% | $2,342-90.9% |
| Participant deferral / active EE | $1,297 | $2,696-51.9% | $3,609-64.0% | $3,332-61.1% |
| Admin fee / account holder | $4,891 | $3,585+36.4% | $4,906-0.3% | $4,645+5.3% |