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 | $75,357 | $126,574-40.5% | $106,213-29.1% | $145,922-48.4% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 10.45% | 224.79%-214.3pp | 116.14%-105.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $659 | $3,730-82.3% | $3,171-79.2% | $4,660-85.9% |
| Participant deferral / active EE | $3,996 | $5,724-30.2% | $5,016-20.3% | $6,688-40.2% |
| Admin fee / account holder | $4,252 | $17,304-75.4% | $11,033-61.5% | $13,397-68.3% |