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 | $46,231 | $198,466-76.7% | $170,442-72.9% | $147,584-68.7% |
| Participation rate | 52.2% | 88.0%-35.8pp | 83.6%-31.4pp | 82.8%-30.7pp |
| Annual return | 20.34% | 257.29%-237.0pp | 205.93%-185.6pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,029 | $6,184-83.4% | $5,433-81.1% | $4,876-78.9% |
| Participant deferral / active EE | $2,792 | $5,629-50.4% | $4,939-43.5% | $5,439-48.7% |
| Admin fee / account holder | $3,485 | $16,852-79.3% | $13,880-74.9% | $10,885-68.0% |