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 | $110,561 | $116,175-4.8% | $93,606+18.1% | $152,861-27.7% |
| Participation rate | 66.7% | 78.0%-11.4pp | 75.8%-9.2pp | 82.4%-15.8pp |
| Annual return | 19.87% | 35.96%-16.1pp | 32.76%-12.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $354 | $3,218-89.0% | $2,718-87.0% | $4,762-92.6% |
| Participant deferral / active EE | $6,577 | $4,603+42.9% | $4,069+61.6% | $5,850+12.4% |
| Admin fee / account holder | $6,876 | $10,748-36.0% | $7,888-12.8% | $11,596-40.7% |