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 | $36,862 | $117,381-68.6% | $99,443-62.9% | $152,861-75.9% |
| Participation rate | 40.9% | 77.5%-36.6pp | 73.8%-32.9pp | 82.4%-41.5pp |
| Annual return | 17.71% | 31.87%-14.2pp | 30.72%-13.0pp | 345.32%-327.6pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,324 | $4,086-67.6% | $3,619-63.4% | $5,850-77.4% |
| Admin fee / account holder | $5,065 | $7,631-33.6% | $6,250-19.0% | $11,596-56.3% |