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 | $155,487 | $755,339-79.4% | $379,746-59.1% | $158,922-2.2% |
| Participation rate | 64.3% | 81.8%-17.5pp | 78.4%-14.1pp | 82.0%-17.7pp |
| Annual return | 10.46% | 53.41%-43.0pp | 34.90%-24.4pp | 302.83%-292.4pp |
| Employer contribution / active EE | $430 | $4,685-90.8% | $3,540-87.8% | $4,761-91.0% |
| Participant deferral / active EE | $4,111 | $7,938-48.2% | $6,024-31.8% | $5,982-31.3% |
| Admin fee / account holder | $14,158 | $14,482-2.2% | $7,927+78.6% | $11,246+25.9% |