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 | $70,485 | $51,736+36.2% | $120,225-41.4% | $67,986+3.7% |
| Participation rate | 22.8% | 46.1%-23.3pp | 69.6%-46.8pp | 57.2%-34.4pp |
| Annual return | 28.44% | 31.98%-3.5pp | 439.23%-410.8pp | 31.67%-3.2pp |
| Employer contribution / active EE | $168 | $1,071-84.3% | $3,475-95.2% | $2,019-91.7% |
| Participant deferral / active EE | $1,221 | $2,206-44.6% | $3,999-69.5% | $3,358-63.6% |
| Admin fee / account holder | $3,782 | $4,159-9.1% | $5,696-33.6% | $3,203+18.1% |