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 | $34,440 | $96,965-64.5% | $97,995-64.9% | $147,584-76.7% |
| Participation rate | 47.4% | 83.6%-36.3pp | 82.4%-35.0pp | 82.8%-35.5pp |
| Annual return | 15.82% | 24.11%-8.3pp | 23.94%-8.1pp | 578.55%-562.7pp |
| Employer contribution / active EE | $755 | $4,536-83.4% | $4,158-81.8% | $4,876-84.5% |
| Participant deferral / active EE | $4,101 | $5,081-19.3% | $5,097-19.5% | $5,439-24.6% |
| Admin fee / account holder | $1,157 | $8,120-85.8% | $5,943-80.5% | $10,885-89.4% |