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 | $88,160 | $79,171+11.4% | $102,423-13.9% | $74,495+18.3% |
| Participation rate | 54.0% | 74.8%-20.8pp | 76.5%-22.5pp | 67.2%-13.2pp |
| Annual return | 12.83% | 54.93%-42.1pp | 29.32%-16.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $540 | $2,362-77.2% | $3,023-82.1% | $2,623-79.4% |
| Participant deferral / active EE | $2,895 | $4,415-34.4% | $5,053-42.7% | $4,346-33.4% |
| Admin fee / account holder | $2,794 | $2,001+39.6% | $9,451-70.4% | $1,942+43.9% |