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 | $64,499 | $63,346+1.8% | $92,233-30.1% | $70,131-8.0% |
| Participation rate | 29.6% | 68.7%-39.0pp | 76.5%-46.9pp | 69.5%-39.9pp |
| Annual return | 13.58% | 530.12%-516.5pp | 176.28%-162.7pp | 73.14%-59.6pp |
| Employer contribution / active EE | $135 | $2,471-94.5% | $3,679-96.3% | $2,342-94.2% |
| Participant deferral / active EE | $1,494 | $2,854-47.6% | $3,897-61.7% | $3,332-55.2% |
| Admin fee / account holder | $1,766 | $3,840-54.0% | $5,194-66.0% | $4,645-62.0% |