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 | $88,240 | $198,466-55.5% | $170,442-48.2% | $147,584-40.2% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 13.88% | 257.29%-243.4pp | 205.93%-192.1pp | 578.55%-564.7pp |
| Employer contribution / active EE | $1,027 | $6,184-83.4% | $5,433-81.1% | $4,876-78.9% |
| Participant deferral / active EE | $3,026 | $5,629-46.2% | $4,939-38.7% | $5,439-44.4% |
| Admin fee / account holder | $1,230 | $16,852-92.7% | $13,880-91.1% | $10,885-88.7% |