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 | $45,576 | $137,414-66.8% | $189,513-76.0% | $85,850-46.9% |
| Participation rate | 62.5% | 84.6%-22.1pp | 87.8%-25.3pp | 69.3%-6.8pp |
| Annual return | 12.60% | 38.14%-25.5pp | 555.15%-542.5pp | 318.53%-305.9pp |
| Employer contribution / active EE | $381 | $4,344-91.2% | $6,162-93.8% | $2,565-85.1% |
| Participant deferral / active EE | $4,417 | $6,260-29.4% | $8,221-46.3% | $3,952+11.8% |
| Admin fee / account holder | $5,356 | $8,630-37.9% | $12,045-55.5% | $6,260-14.4% |