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 | $48,807 | $89,355-45.4% | $141,162-65.4% | $72,985-33.1% |
| Participation rate | 69.6% | 75.1%-5.6pp | 82.5%-12.9pp | 69.5%+0.1pp |
| Annual return | 28.07% | 111.85%-83.8pp | 71.39%-43.3pp | 81.00%-52.9pp |
| Employer contribution / active EE | $250 | $3,114-92.0% | $4,735-94.7% | $2,440-89.8% |
| Participant deferral / active EE | $5,323 | $5,418-1.8% | $6,709-20.7% | $3,607+47.6% |
| Admin fee / account holder | $858 | $5,958-85.6% | $10,261-91.6% | $5,124-83.3% |