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 | $109,038 | $107,334+1.6% | $92,893+17.4% | $152,861-28.7% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.0%-16.0pp | 82.4%-22.4pp |
| Annual return | 21.95% | 145.58%-123.6pp | 109.41%-87.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $600 | $4,221-85.8% | $3,653-83.6% | $4,762-87.4% |
| Participant deferral / active EE | $4,162 | $4,845-14.1% | $4,236-1.8% | $5,850-28.9% |
| Admin fee / account holder | $8,647 | $7,079+22.1% | $5,794+49.2% | $11,596-25.4% |