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 | $61,329 | $60,124+2.0% | $90,404-32.2% | $79,858-23.2% |
| Participation rate | 68.8% | 65.0%+3.8pp | 72.7%-3.9pp | 69.6%-0.9pp |
| Annual return | 19.97% | 71.94%-52.0pp | 1293.02%-1273.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $133 | $2,068-93.6% | $3,262-95.9% | $2,471-94.6% |
| Participant deferral / active EE | $2,652 | $2,938-9.7% | $3,963-33.1% | $3,740-29.1% |
| Admin fee / account holder | $2,145 | $3,976-46.1% | $5,611-61.8% | $5,306-59.6% |