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 | $132,844 | $817,678-83.8% | $392,568-66.2% | $152,861-13.1% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.1%-19.2pp | 82.4%-23.6pp |
| Annual return | 19.98% | 22.84%-2.9pp | 24.42%-4.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $431 | $5,502-92.2% | $3,783-88.6% | $4,762-90.9% |
| Participant deferral / active EE | $5,530 | $8,398-34.2% | $5,985-7.6% | $5,850-5.5% |
| Admin fee / account holder | $9,786 | $12,095-19.1% | $6,260+56.3% | $11,596-15.6% |