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 | $137,919 | $126,574+9.0% | $106,213+29.9% | $145,922-5.5% |
| Participation rate | 35.3% | 77.6%-42.3pp | 75.3%-40.0pp | 80.3%-45.0pp |
| Annual return | 15.97% | 224.79%-208.8pp | 116.14%-100.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $314 | $3,730-91.6% | $3,171-90.1% | $4,660-93.3% |
| Participant deferral / active EE | $1,734 | $5,724-69.7% | $5,016-65.4% | $6,688-74.1% |
| Admin fee / account holder | $22,032 | $17,304+27.3% | $11,033+99.7% | $13,397+64.5% |