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 | $40,877 | $58,726-30.4% | $92,233-55.7% | $62,292-34.4% |
| Participation rate | 65.0% | 68.3%-3.3pp | 76.5%-11.4pp | 69.5%-4.5pp |
| Annual return | 14.82% | 43.62%-28.8pp | 176.28%-161.5pp | 28.90%-14.1pp |
| Employer contribution / active EE | $247 | $2,392-89.7% | $3,679-93.3% | $2,042-87.9% |
| Participant deferral / active EE | $1,903 | $2,766-31.2% | $3,897-51.2% | $3,169-39.9% |
| Admin fee / account holder | $1,081 | $556+94.3% | $5,194-79.2% | $479+125.5% |