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 | $190,651 | $198,466-3.9% | $170,442+11.9% | $147,584+29.2% |
| Participation rate | 46.7% | 88.0%-41.3pp | 83.6%-36.9pp | 82.8%-36.2pp |
| Annual return | 17.68% | 257.29%-239.6pp | 205.93%-188.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $715 | $6,184-88.4% | $5,433-86.8% | $4,876-85.3% |
| Participant deferral / active EE | $3,903 | $5,629-30.7% | $4,939-21.0% | $5,439-28.2% |
| Admin fee / account holder | $3,126 | $16,852-81.4% | $13,880-77.5% | $10,885-71.3% |