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 | $20,857 | $85,202-75.5% | $172,739-87.9% | $72,985-71.4% |
| Participation rate | 31.9% | 70.1%-38.2pp | 82.6%-50.8pp | 69.5%-37.6pp |
| Annual return | 19.87% | 27.32%-7.4pp | 802.84%-783.0pp | 81.00%-61.1pp |
| Employer contribution / active EE | $336 | $3,324-89.9% | $5,143-93.5% | $2,440-86.2% |
| Participant deferral / active EE | $976 | $3,260-70.1% | $5,198-81.2% | $3,607-72.9% |
| Admin fee / account holder | $1,074 | $5,884-81.7% | $13,954-92.3% | $5,124-79.0% |