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 | $14,893 | $53,127-72.0% | $86,590-82.8% | $70,131-78.8% |
| Participation rate | 33.3% | 65.3%-32.0pp | 73.5%-40.2pp | 69.5%-36.2pp |
| Annual return | 19.32% | 27.66%-8.3pp | 964.84%-945.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $125 | $2,068-93.9% | $2,839-95.6% | $2,342-94.7% |
| Participant deferral / active EE | $2,047 | $2,696-24.1% | $3,609-43.3% | $3,332-38.6% |
| Admin fee / account holder | $521 | $3,585-85.5% | $4,906-89.4% | $4,645-88.8% |