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 | $52,107 | $48,795+6.8% | $65,493-20.4% | $84,808-38.6% |
| Participation rate | 17.9% | 67.0%-49.1pp | 73.1%-55.2pp | 68.3%-50.5pp |
| Annual return | 17.24% | 20.20%-3.0pp | 982.45%-965.2pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,584 | $2,928-11.8% | $3,961-34.8% | $4,212-38.6% |
| Admin fee / account holder | $20,699 | $3,877+433.9% | $5,028+311.7% | $7,344+181.9% |