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 | $29,509 | $85,766-65.6% | $136,294-78.3% | $70,131-57.9% |
| Participation rate | 29.0% | 74.2%-45.1pp | 81.9%-52.9pp | 69.5%-40.5pp |
| Annual return | 38.02% | 31.45%+6.6pp | 5155.94%-5117.9pp | 73.14%-35.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,753 | $5,051-25.7% | $6,247-39.9% | $3,332+12.6% |
| Admin fee / account holder | $1,977 | $5,420-63.5% | $9,243-78.6% | $4,645-57.4% |