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 | $85,652 | $115,770-26.0% | $101,248-15.4% | $158,922-46.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 14.99% | 56.14%-41.2pp | 46.47%-31.5pp | 302.83%-287.8pp |
| Employer contribution / active EE | $245 | $4,175-94.1% | $3,660-93.3% | $4,761-94.9% |
| Participant deferral / active EE | $3,841 | $4,957-22.5% | $4,370-12.1% | $5,982-35.8% |
| Admin fee / account holder | $388 | $7,245-94.6% | $5,945-93.5% | $11,246-96.5% |