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 | $21,423 | $53,127-59.7% | $86,590-75.3% | $70,131-69.5% |
| Participation rate | 15.8% | 65.3%-49.5pp | 73.5%-57.8pp | 69.5%-53.8pp |
| Annual return | 28.71% | 27.66%+1.0pp | 964.84%-936.1pp | 73.14%-44.4pp |
| Employer contribution / active EE | $178 | $2,068-91.4% | $2,839-93.7% | $2,342-92.4% |
| Participant deferral / active EE | $881 | $2,696-67.3% | $3,609-75.6% | $3,332-73.6% |
| Admin fee / account holder | $701 | $3,585-80.5% | $4,906-85.7% | $4,645-84.9% |