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 | $42,218 | $70,756-40.3% | $65,493-35.5% | $142,382-70.3% |
| Participation rate | 42.9% | 77.4%-34.5pp | 73.1%-30.2pp | 80.1%-37.3pp |
| Annual return | 11.51% | 1754.89%-1743.4pp | 982.45%-970.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $183 | $2,881-93.7% | $2,574-92.9% | $4,299-95.7% |
| Participant deferral / active EE | $1,232 | $4,637-73.4% | $3,961-68.9% | $6,507-81.1% |
| Admin fee / account holder | $821 | $6,559-87.5% | $5,028-83.7% | $12,624-93.5% |