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 | $51,911 | $69,515-25.3% | $86,874-40.2% | $85,850-39.5% |
| Participation rate | 16.1% | 66.3%-50.2pp | 71.6%-55.5pp | 69.3%-53.2pp |
| Annual return | 16.75% | 20.12%-3.4pp | 63.52%-46.8pp | 318.53%-301.8pp |
| Employer contribution / active EE | $300 | $1,880-84.1% | $2,495-88.0% | $2,565-88.3% |
| Participant deferral / active EE | $1,711 | $2,919-41.4% | $3,699-53.8% | $3,952-56.7% |
| Admin fee / account holder | $652 | $5,972-89.1% | $5,828-88.8% | $6,260-89.6% |