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 | $105,057 | $106,355-1.2% | $237,244-55.7% | $116,875-10.1% |
| Participation rate | 53.6% | 71.9%-18.3pp | 80.3%-26.7pp | 74.5%-21.0pp |
| Annual return | 24.60% | 17.03%+7.6pp | 4131.29%-4106.7pp | 16.29%+8.3pp |
| Employer contribution / active EE | $226 | $1,595-85.8% | $4,351-94.8% | $3,288-93.1% |
| Participant deferral / active EE | $3,336 | $3,396-1.7% | $4,056-17.7% | $3,885-14.1% |
| Admin fee / account holder | $1,350 | $11,423-88.2% | $18,030-92.5% | $12,263-89.0% |