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 | $224,530 | $104,664+114.5% | $85,682+162.1% | $167,490+34.1% |
| Participation rate | 61.1% | 76.4%-15.3pp | 69.9%-8.8pp | 82.1%-21.0pp |
| Annual return | 13.28% | 21.45%-8.2pp | 21.49%-8.2pp | 478.56%-465.3pp |
| Employer contribution / active EE | $385 | $3,337-88.4% | $2,618-85.3% | $4,837-92.0% |
| Participant deferral / active EE | $4,205 | $4,824-12.8% | $3,923+7.2% | $6,341-33.7% |
| Admin fee / account holder | $4,284 | $10,032-57.3% | $6,873-37.7% | $12,309-65.2% |