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 | $221,185 | $214,378+3.2% | $200,582+10.3% | $142,382+55.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 20.02% | 46.41%-26.4pp | 42.33%-22.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,003 | $6,841-85.3% | $6,419-84.4% | $4,299-76.7% |
| Participant deferral / active EE | $8,113 | $9,865-17.8% | $9,331-13.1% | $6,507+24.7% |
| Admin fee / account holder | $2,053 | $17,692-88.4% | $16,305-87.4% | $12,624-83.7% |