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 | $89,408 | $102,604-12.9% | $86,188+3.7% | $139,434-35.9% |
| Participation rate | 64.7% | 74.5%-9.8pp | 69.0%-4.3pp | 80.3%-15.6pp |
| Annual return | 19.67% | 1922.51%-1902.8pp | 1168.45%-1148.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $281 | $3,032-90.7% | $2,380-88.2% | $4,751-94.1% |
| Participant deferral / active EE | $1,342 | $4,676-71.3% | $3,985-66.3% | $6,710-80.0% |
| Admin fee / account holder | $5,134 | $8,657-40.7% | $6,852-25.1% | $11,403-55.0% |