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 | $198,711 | $183,963+8.0% | $162,163+22.5% | $152,861+30.0% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.4%-22.4pp |
| Annual return | 20.95% | 150.76%-129.8pp | 115.59%-94.6pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,328 | $6,371-79.1% | $5,614-76.3% | $4,762-72.1% |
| Participant deferral / active EE | $7,566 | $8,034-5.8% | $7,298+3.7% | $5,850+29.3% |
| Admin fee / account holder | $304 | $13,121-97.7% | $10,843-97.2% | $11,596-97.4% |