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 | $112,691 | $86,286+30.6% | $111,297+1.3% | $85,850+31.3% |
| Participation rate | 62.3% | 73.3%-11.0pp | 77.3%-15.0pp | 69.3%-7.0pp |
| Annual return | 11.37% | 19.99%-8.6pp | 54.65%-43.3pp | 318.53%-307.2pp |
| Employer contribution / active EE | $168 | $2,043-91.8% | $2,731-93.9% | $2,565-93.5% |
| Participant deferral / active EE | $3,896 | $3,641+7.0% | $4,487-13.2% | $3,952-1.4% |
| Admin fee / account holder | $7,928 | $8,188-3.2% | $7,964-0.4% | $6,260+26.6% |