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 | $144,662 | $102,966+40.5% | $90,281+60.2% | $152,861-5.4% |
| Participation rate | 57.9% | 75.9%-18.0pp | 73.3%-15.4pp | 82.4%-24.6pp |
| Annual return | 21.59% | 95.16%-73.6pp | 78.10%-56.5pp | 345.32%-323.7pp |
| Employer contribution / active EE | $82 | $3,139-97.4% | $2,854-97.1% | $4,762-98.3% |
| Participant deferral / active EE | $2,636 | $4,281-38.4% | $3,885-32.2% | $5,850-54.9% |
| Admin fee / account holder | $1,411 | $6,171-77.1% | $5,351-73.6% | $11,596-87.8% |