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 | $147,496 | $152,460-3.3% | $118,746+24.2% | $147,584-0.1% |
| Participation rate | 55.6% | 82.3%-26.7pp | 78.3%-22.7pp | 82.8%-27.3pp |
| Annual return | 13.61% | 17.41%-3.8pp | 24.54%-10.9pp | 578.55%-564.9pp |
| Employer contribution / active EE | -$1,699 | $5,046-133.7% | $4,193-140.5% | $4,876-134.8% |
| Participant deferral / active EE | $6,078 | $6,212-2.2% | $5,332+14.0% | $5,439+11.8% |
| Admin fee / account holder | $1,445 | $16,953-91.5% | $10,720-86.5% | $10,885-86.7% |