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 | $74,849 | $70,428+6.3% | $96,562-22.5% | $85,850-12.8% |
| Participation rate | 41.7% | 61.8%-20.1pp | 69.8%-28.1pp | 69.3%-27.6pp |
| Annual return | 26.30% | 18.59%+7.7pp | 37.78%-11.5pp | 318.53%-292.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,569 | $2,894+92.5% | $3,849+44.7% | $3,952+40.9% |
| Admin fee / account holder | $14,635 | $4,997+192.9% | $6,181+136.8% | $6,260+133.8% |