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.
Participant 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 | $72,678 | $63,346+14.7% | $92,233-21.2% | $70,131+3.6% |
| Participation rate | 69.0% | 68.7%+0.3pp | 76.5%-7.5pp | 69.5%-0.6pp |
| Annual return | 17.42% | 530.12%-512.7pp | 176.28%-158.9pp | 73.14%-55.7pp |
| Employer contribution / active EE | $27,284 | $2,471+1004.1% | $3,679+641.5% | $2,342+1064.8% |
| Participant deferral / active EE | $876 | $2,854-69.3% | $3,897-77.5% | $3,332-73.7% |
| Admin fee / account holder | $10,360 | $3,840+169.8% | $5,194+99.5% | $4,645+123.0% |