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 | $146,961 | $124,281+18.2% | $109,143+34.7% | $167,490-12.3% |
| Participation rate | 64.7% | 79.4%-14.7pp | 75.9%-11.2pp | 82.1%-17.4pp |
| Annual return | 16.95% | 26.04%-9.1pp | 25.75%-8.8pp | 478.56%-461.6pp |
| Employer contribution / active EE | $66 | $4,207-98.4% | $3,722-98.2% | $4,837-98.6% |
| Participant deferral / active EE | $2,269 | $5,255-56.8% | $4,653-51.2% | $6,341-64.2% |
| Admin fee / account holder | $6,135 | $7,970-23.0% | $6,752-9.1% | $12,309-50.2% |