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 | $28,535 | $71,050-59.8% | $93,606-69.5% | $80,856-64.7% |
| Participation rate | 35.5% | 60.4%-24.9pp | 68.7%-33.2pp | 67.6%-32.1pp |
| Annual return | 23.79% | 11.26%+12.5pp | 133.20%-109.4pp | 35.59%-11.8pp |
| Employer contribution / active EE | $258 | $1,564-83.5% | $2,420-89.4% | $2,755-90.6% |
| Participant deferral / active EE | $1,648 | $4,034-59.1% | $4,411-62.6% | $4,296-61.6% |
| Admin fee / account holder | $3,036 | $6,945-56.3% | $8,285-63.4% | $6,918-56.1% |