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 | $95,199 | $111,724-14.8% | $93,606+1.7% | $145,922-34.8% |
| Participation rate | 55.0% | 74.2%-19.2pp | 68.7%-13.7pp | 80.3%-25.3pp |
| Annual return | 13.58% | 202.98%-189.4pp | 133.20%-119.6pp | 561.29%-547.7pp |
| Employer contribution / active EE | $292 | $3,090-90.6% | $2,420-87.9% | $4,660-93.7% |
| Participant deferral / active EE | $2,238 | $4,912-54.4% | $4,411-49.3% | $6,688-66.5% |
| Admin fee / account holder | $7,153 | $10,250-30.2% | $8,285-13.7% | $13,397-46.6% |