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 | $118,513 | $97,757+21.2% | $83,848+41.3% | $135,375-12.5% |
| Participation rate | 69.6% | 80.0%-10.4pp | 76.1%-6.6pp | 82.6%-13.1pp |
| Annual return | -5.45% | 1287.37%-1292.8pp | 850.88%-856.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $541 | $4,222-87.2% | $3,631-85.1% | $4,779-88.7% |
| Participant deferral / active EE | $5,414 | $4,682+15.6% | $4,082+32.6% | $5,609-3.5% |
| Admin fee / account holder | $693 | $6,674-89.6% | $5,478-87.3% | $10,827-93.6% |