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 | $90,509 | $93,571-3.3% | $135,903-33.4% | $75,163+20.4% |
| Participation rate | 69.8% | 75.2%-5.4pp | 81.9%-12.1pp | 67.2%+2.6pp |
| Annual return | 17.37% | 30.90%-13.5pp | 68.23%-50.9pp | 160.62%-143.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $7,783 | $6,404+21.5% | $7,758+0.3% | $4,125+88.7% |
| Admin fee / account holder | $2,974 | $6,975-57.4% | $10,762-72.4% | $5,651-47.4% |