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 | $95,074 | $198,466-52.1% | $170,442-44.2% | $147,584-35.6% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 19.96% | 257.29%-237.3pp | 205.93%-186.0pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,199 | $6,184-80.6% | $5,433-77.9% | $4,876-75.4% |
| Participant deferral / active EE | $4,323 | $5,629-23.2% | $4,939-12.5% | $5,439-20.5% |
| Admin fee / account holder | $810 | $16,852-95.2% | $13,880-94.2% | $10,885-92.6% |