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 | $44,908 | $65,561-31.5% | $86,188-47.9% | $75,163-40.3% |
| Participation rate | 57.1% | 60.5%-3.3pp | 69.0%-11.8pp | 67.2%-10.0pp |
| Annual return | 16.51% | 46.05%-29.5pp | 1168.45%-1151.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,270 | $3,024-58.0% | $3,985-68.1% | $4,125-69.2% |
| Admin fee / account holder | $772 | $5,474-85.9% | $6,852-88.7% | $5,651-86.3% |