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 | $116,125 | $65,365+77.7% | $92,893+25.0% | $72,985+59.1% |
| Participation rate | 67.6% | 68.3%-0.7pp | 76.0%-8.4pp | 69.5%-1.9pp |
| Annual return | 22.93% | 42.10%-19.2pp | 109.41%-86.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $579 | $2,594-77.7% | $3,653-84.1% | $2,440-76.3% |
| Participant deferral / active EE | $4,802 | $3,128+53.5% | $4,236+13.4% | $3,607+33.1% |
| Admin fee / account holder | $5,055 | $4,251+18.9% | $5,794-12.8% | $5,124-1.4% |