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 | $70,151 | $110,261-36.4% | $95,745-26.7% | $139,434-49.7% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 12.51% | 27.11%-14.6pp | 28.35%-15.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $292 | $3,257-91.0% | $2,835-89.7% | $4,751-93.9% |
| Participant deferral / active EE | $933 | $4,676-80.0% | $4,245-78.0% | $6,710-86.1% |
| Admin fee / account holder | $2,230 | $6,613-66.3% | $5,678-60.7% | $11,403-80.4% |