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 | $60,534 | $98,750-38.7% | $149,696-59.6% | $79,858-24.2% |
| Participation rate | 68.2% | 75.8%-7.6pp | 82.5%-14.3pp | 69.6%-1.5pp |
| Annual return | 27.15% | 27.43%-0.3pp | 276.60%-249.5pp | 31.71%-4.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,127 | $5,680-45.0% | $6,842-54.3% | $3,740-16.4% |
| Admin fee / account holder | $3,024 | $6,053-50.0% | $9,309-67.5% | $5,306-43.0% |