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 | $104,502 | $129,217-19.1% | $93,406+11.9% | $158,922-34.2% |
| Participation rate | 66.7% | 71.0%-4.3pp | 66.8%-0.1pp | 82.0%-15.3pp |
| Annual return | 15.98% | 118.21%-102.2pp | 78.05%-62.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $0 | $2,711-100.0% | $2,075-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,121 | $3,909-71.3% | $3,126-64.1% | $5,982-81.3% |
| Admin fee / account holder | $7,628 | $7,383+3.3% | $5,230+45.9% | $11,246-32.2% |