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 | $50,715 | $83,902-39.6% | $167,512-69.7% | $84,808-40.2% |
| Participation rate | 63.0% | 66.5%-3.4pp | 77.1%-14.0pp | 68.3%-5.3pp |
| Annual return | 20.08% | 91.55%-71.5pp | 1615.79%-1595.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $367 | $2,264-83.8% | $3,882-90.5% | $2,631-86.0% |
| Participant deferral / active EE | $2,689 | $4,442-39.5% | $6,405-58.0% | $4,212-36.1% |
| Admin fee / account holder | $3,823 | $7,915-51.7% | $9,769-60.9% | $7,344-47.9% |