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 | $53,081 | $81,208-34.6% | $98,907-46.3% | $79,858-33.5% |
| Participation rate | 68.8% | 72.5%-3.8pp | 76.0%-7.3pp | 69.6%-0.9pp |
| Annual return | 15.23% | 60.99%-45.8pp | 196.43%-181.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,457 | $3,265-55.4% | $4,244-65.7% | $3,740-61.0% |
| Admin fee / account holder | $2,973 | $6,013-50.6% | $6,642-55.2% | $5,306-44.0% |