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 | $78,819 | $63,346+24.4% | $92,233-14.5% | $70,131+12.4% |
| Participation rate | 44.7% | 68.7%-23.9pp | 76.5%-31.7pp | 69.5%-24.8pp |
| Annual return | 12.52% | 530.12%-517.6pp | 176.28%-163.8pp | 73.14%-60.6pp |
| Employer contribution / active EE | $295 | $2,471-88.1% | $3,679-92.0% | $2,342-87.4% |
| Participant deferral / active EE | $2,165 | $2,854-24.1% | $3,897-44.4% | $3,332-35.0% |
| Admin fee / account holder | $578 | $3,840-84.9% | $5,194-88.9% | $4,645-87.6% |