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 | $60,712 | $58,927+3.0% | $76,817-21.0% | $72,985-16.8% |
| Participation rate | 55.9% | 67.3%-11.4pp | 72.1%-16.2pp | 69.5%-13.6pp |
| Annual return | 23.71% | 2305.64%-2281.9pp | 1166.11%-1142.4pp | 81.00%-57.3pp |
| Employer contribution / active EE | $179 | $1,787-90.0% | $2,302-92.2% | $2,440-92.6% |
| Participant deferral / active EE | $2,730 | $2,690+1.5% | $3,336-18.2% | $3,607-24.3% |
| Admin fee / account holder | $1,630 | $4,013-59.4% | $6,420-74.6% | $5,124-68.2% |