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 | $51,134 | $48,230+6.0% | $67,502-24.2% | $80,856-36.8% |
| Participation rate | 9.8% | 66.4%-56.6pp | 72.9%-63.1pp | 67.6%-57.8pp |
| Annual return | 11.74% | 18.28%-6.5pp | 3512.12%-3500.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $280 | $2,020-86.2% | $2,731-89.8% | $2,755-89.9% |
| Participant deferral / active EE | $1,048 | $2,924-64.1% | $4,000-73.8% | $4,296-75.6% |
| Admin fee / account holder | $9,819 | $3,681+166.7% | $3,998+145.6% | $6,918+41.9% |