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 | $60,315 | $63,346-4.8% | $92,233-34.6% | $70,131-14.0% |
| Participation rate | 56.5% | 68.7%-12.2pp | 76.5%-20.0pp | 69.5%-13.1pp |
| Annual return | 17.88% | 530.12%-512.2pp | 176.28%-158.4pp | 73.14%-55.3pp |
| Employer contribution / active EE | $493 | $2,471-80.1% | $3,679-86.6% | $2,342-79.0% |
| Participant deferral / active EE | $3,321 | $2,854+16.4% | $3,897-14.8% | $3,332-0.3% |
| Admin fee / account holder | $3,811 | $3,840-0.8% | $5,194-26.6% | $4,645-18.0% |