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 | $127,440 | $165,335-22.9% | $149,696-14.9% | $158,922-19.8% |
| Participation rate | 59.1% | 84.6%-25.5pp | 82.5%-23.4pp | 82.0%-22.9pp |
| Annual return | 13.04% | 348.15%-335.1pp | 276.60%-263.6pp | 302.83%-289.8pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $13,287 | $7,181+85.0% | $6,842+94.2% | $5,982+122.1% |
| Admin fee / account holder | $12,379 | $10,807+14.5% | $9,309+33.0% | $11,246+10.1% |