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 | $53,053+32.9% | $126,539-44.3% | $74,304-5.1% |
| Participation rate | 22.8% | 48.0%-25.2pp | 69.8%-47.0pp | 60.3%-37.5pp |
| Annual return | 28.44% | 29.46%-1.0pp | 425.95%-397.5pp | 29.43%-1.0pp |
| Employer contribution / active EE | $168 | $1,168-85.6% | $3,674-95.4% | $2,241-92.5% |
| Participant deferral / active EE | $1,221 | $2,303-47.0% | $4,083-70.1% | $3,767-67.6% |
| Admin fee / account holder | $3,782 | $3,698+2.3% | $6,065-37.6% | $2,969+27.4% |