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 | $24,997 | $65,041-61.6% | $90,951-72.5% | $79,858-68.7% |
| Participation rate | 47.3% | 61.6%-14.3pp | 69.0%-21.7pp | 69.6%-22.4pp |
| Annual return | 10.49% | 30.45%-20.0pp | 134.60%-124.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $151 | $1,247-87.9% | $2,122-92.9% | $2,471-93.9% |
| Participant deferral / active EE | $1,272 | $2,512-49.4% | $3,373-62.3% | $3,740-66.0% |
| Admin fee / account holder | $1,534 | $4,536-66.2% | $5,959-74.3% | $5,306-71.1% |