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 | $141,357 | $102,317+38.2% | $146,958-3.8% | $80,856+74.8% |
| Participation rate | 68.4% | 75.8%-7.4pp | 82.2%-13.7pp | 67.6%+0.8pp |
| Annual return | 23.62% | 134.76%-111.1pp | 418.34%-394.7pp | 35.59%-12.0pp |
| Employer contribution / active EE | $482 | $3,713-87.0% | $4,933-90.2% | $2,755-82.5% |
| Participant deferral / active EE | $7,035 | $6,644+5.9% | $8,070-12.8% | $4,296+63.8% |
| Admin fee / account holder | $7,369 | $7,941-7.2% | $12,998-43.3% | $6,918+6.5% |