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 | $68,263 | $70,428-3.1% | $96,562-29.3% | $85,850-20.5% |
| Participation rate | 25.8% | 61.8%-36.0pp | 69.8%-44.1pp | 69.3%-43.6pp |
| Annual return | 15.66% | 18.59%-2.9pp | 37.78%-22.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,770 | $2,894-38.8% | $3,849-54.0% | $3,952-55.2% |
| Admin fee / account holder | $7,346 | $4,997+47.0% | $6,181+18.9% | $6,260+17.4% |