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 | $145,143 | $106,515+36.3% | $96,683+50.1% | $139,434+4.1% |
| Participation rate | 63.6% | 77.8%-14.2pp | 74.3%-10.7pp | 80.3%-16.7pp |
| Annual return | 12.58% | 38.43%-25.8pp | 35.69%-23.1pp | 372.94%-360.4pp |
| Employer contribution / active EE | $458 | $4,103-88.8% | $3,737-87.7% | $4,751-90.4% |
| Participant deferral / active EE | $7,588 | $5,454+39.1% | $4,878+55.6% | $6,710+13.1% |
| Admin fee / account holder | $21,477 | $7,877+172.7% | $6,730+219.1% | $11,403+88.4% |