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 | $90,479 | $81,208+11.4% | $98,907-8.5% | $79,858+13.3% |
| Participation rate | 67.6% | 72.5%-4.9pp | 76.0%-8.4pp | 69.6%-2.0pp |
| Annual return | 15.33% | 60.99%-45.7pp | 196.43%-181.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $330 | $1,960-83.2% | $2,689-87.7% | $2,471-86.6% |
| Participant deferral / active EE | $2,389 | $3,265-26.8% | $4,244-43.7% | $3,740-36.1% |
| Admin fee / account holder | $4,898 | $6,013-18.5% | $6,642-26.2% | $5,306-7.7% |