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 | $119,255 | $117,841+1.2% | $102,423+16.4% | $145,922-18.3% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 9.19% | 31.65%-22.5pp | 29.32%-20.1pp | 561.29%-552.1pp |
| Employer contribution / active EE | $701 | $3,615-80.6% | $3,023-76.8% | $4,660-85.0% |
| Participant deferral / active EE | $5,334 | $5,731-6.9% | $5,053+5.6% | $6,688-20.2% |
| Admin fee / account holder | $3,161 | $13,326-76.3% | $9,451-66.6% | $13,397-76.4% |