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 | $215,815 | $162,781+32.6% | $133,956+61.1% | $158,922+35.8% |
| Participation rate | 68.4% | 83.2%-14.8pp | 79.8%-11.4pp | 82.0%-13.5pp |
| Annual return | 14.58% | 41.94%-27.4pp | 45.09%-30.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $643 | $4,975-87.1% | $3,919-83.6% | $4,761-86.5% |
| Participant deferral / active EE | $4,674 | $5,911-20.9% | $5,048-7.4% | $5,982-21.9% |
| Admin fee / account holder | $62,118 | $11,736+429.3% | $8,927+595.8% | $11,246+452.4% |