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 | $114,637 | $227,553-49.6% | $189,557-39.5% | $167,490-31.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 13.68% | 78.40%-64.7pp | 64.17%-50.5pp | 478.56%-464.9pp |
| Employer contribution / active EE | $480 | $5,316-91.0% | $4,412-89.1% | $4,837-90.1% |
| Participant deferral / active EE | $4,603 | $7,002-34.3% | $6,174-25.4% | $6,341-27.4% |
| Admin fee / account holder | $4,195 | $11,878-64.7% | $9,807-57.2% | $12,309-65.9% |