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 | $109,329 | $99,877+9.5% | $84,966+28.7% | $145,922-25.1% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-21.9pp |
| Annual return | 9.66% | 83.76%-74.1pp | 66.38%-56.7pp | 561.29%-551.6pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,926 | $5,291-25.8% | $4,519-13.1% | $6,688-41.3% |
| Admin fee / account holder | $11,009 | $7,248+51.9% | $6,149+79.0% | $13,397-17.8% |