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 | $27,810 | $58,208-52.2% | $81,812-66.0% | $80,856-65.6% |
| Participation rate | 66.2% | 63.4%+2.7pp | 72.3%-6.2pp | 67.6%-1.5pp |
| Annual return | 13.15% | 41.66%-28.5pp | 773.79%-760.6pp | 35.59%-22.4pp |
| Employer contribution / active EE | $243 | $2,340-89.6% | $2,912-91.7% | $2,755-91.2% |
| Participant deferral / active EE | $856 | $3,281-73.9% | $4,319-80.2% | $4,296-80.1% |
| Admin fee / account holder | $1,077 | $4,981-78.4% | $7,386-85.4% | $6,918-84.4% |