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 | $60,161 | $100,041-39.9% | $149,718-59.8% | $70,131-14.2% |
| Participation rate | 66.7% | 83.6%-16.9pp | 87.1%-20.4pp | 69.5%-2.9pp |
| Annual return | 15.80% | 27.43%-11.6pp | 1501.63%-1485.8pp | 73.14%-57.3pp |
| Employer contribution / active EE | $787 | $3,662-78.5% | $5,445-85.5% | $2,342-66.4% |
| Participant deferral / active EE | $3,639 | $4,983-27.0% | $6,569-44.6% | $3,332+9.2% |
| Admin fee / account holder | $2,248 | $8,286-72.9% | $11,283-80.1% | $4,645-51.6% |