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 | $44,017 | $98,240-55.2% | $82,313-46.5% | $147,584-70.2% |
| Participation rate | 47.8% | 79.7%-31.9pp | 76.9%-29.1pp | 82.8%-35.0pp |
| Annual return | 16.10% | 30.85%-14.8pp | 25.88%-9.8pp | 578.55%-562.4pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,553 | $4,383-64.6% | $3,706-58.1% | $5,439-71.4% |
| Admin fee / account holder | $588 | $8,563-93.1% | $5,608-89.5% | $10,885-94.6% |