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 | $102,737 | $90,348+13.7% | $75,972+35.2% | $145,922-29.6% |
| Participation rate | 58.3% | 74.5%-16.1pp | 69.1%-10.7pp | 80.3%-21.9pp |
| Annual return | 19.00% | 620.88%-601.9pp | 359.55%-340.5pp | 561.29%-542.3pp |
| Employer contribution / active EE | $498 | $3,311-85.0% | $2,685-81.4% | $4,660-89.3% |
| Participant deferral / active EE | $2,767 | $5,162-46.4% | $4,255-35.0% | $6,688-58.6% |
| Admin fee / account holder | $3,209 | $8,467-62.1% | $6,467-50.4% | $13,397-76.1% |