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 5-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 | $109,016 | $111,535-2.3% | $105,223+3.6% | $137,256-20.6% |
| Participation rate | 21.4% | 78.1%-56.7pp | 75.0%-53.6pp | 80.0%-58.5pp |
| Annual return | 20.10% | 237.85%-217.8pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $734 | $3,939-81.4% | $3,689-80.1% | $4,156-82.3% |
| Participant deferral / active EE | $1,470 | $5,500-73.3% | $5,072-71.0% | $6,407-77.0% |
| Admin fee / account holder | $1,010 | $9,721-89.6% | $8,859-88.6% | $12,270-91.8% |