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 | $158,625 | $114,381+38.7% | $107,525+47.5% | $142,382+11.4% |
| Participation rate | 68.8% | 78.1%-9.4pp | 75.1%-6.3pp | 80.1%-11.4pp |
| Annual return | 14.86% | 242.71%-227.8pp | 181.32%-166.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $605 | $4,015-84.9% | $3,754-83.9% | $4,299-85.9% |
| Participant deferral / active EE | $6,045 | $5,564+8.6% | $5,116+18.2% | $6,507-7.1% |
| Admin fee / account holder | $1,607 | $9,860-83.7% | $8,919-82.0% | $12,624-87.3% |