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 | $61,792 | $105,181-41.3% | $159,436-61.2% | $85,850-28.0% |
| Participation rate | 65.0% | 75.8%-10.8pp | 82.8%-17.8pp | 69.3%-4.3pp |
| Annual return | 13.30% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $537 | $3,318-83.8% | $4,829-88.9% | $2,565-79.0% |
| Participant deferral / active EE | $3,601 | $5,945-39.4% | $7,352-51.0% | $3,952-8.9% |
| Admin fee / account holder | $743 | $6,933-89.3% | $10,799-93.1% | $6,260-88.1% |