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 | $211,542 | $112,096+88.7% | $95,952+120.5% | $158,922+33.1% |
| Participation rate | 64.3% | 79.0%-14.7pp | 77.1%-12.8pp | 82.0%-17.7pp |
| Annual return | 14.77% | 171.09%-156.3pp | 91.61%-76.8pp | 302.83%-288.1pp |
| Employer contribution / active EE | $196 | $3,198-93.9% | $2,541-92.3% | $4,761-95.9% |
| Participant deferral / active EE | $3,909 | $4,784-18.3% | $4,167-6.2% | $5,982-34.6% |
| Admin fee / account holder | $7,154 | $10,130-29.4% | $6,795+5.3% | $11,246-36.4% |