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 | $52,282 | $198,466-73.7% | $170,442-69.3% | $147,584-64.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 13.32% | 257.29%-244.0pp | 205.93%-192.6pp | 578.55%-565.2pp |
| Employer contribution / active EE | $947 | $6,184-84.7% | $5,433-82.6% | $4,876-80.6% |
| Participant deferral / active EE | $4,212 | $5,629-25.2% | $4,939-14.7% | $5,439-22.6% |
| Admin fee / account holder | $398 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |