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 | $49,488 | $106,890-53.7% | $84,015-41.1% | $152,861-67.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 15.92% | 104.99%-89.1pp | 71.31%-55.4pp | 345.32%-329.4pp |
| Employer contribution / active EE | $231 | $2,734-91.5% | $1,983-88.4% | $4,762-95.1% |
| Participant deferral / active EE | $1,136 | $4,011-71.7% | $3,239-64.9% | $5,850-80.6% |
| Admin fee / account holder | $1,977 | $8,285-76.1% | $6,101-67.6% | $11,596-82.9% |