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 | $97,145 | $63,346+53.4% | $92,233+5.3% | $70,131+38.5% |
| Participation rate | 35.4% | 68.7%-33.3pp | 76.5%-41.1pp | 69.5%-34.2pp |
| Annual return | 17.78% | 530.12%-512.3pp | 176.28%-158.5pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,571 | $2,854-44.9% | $3,897-59.7% | $3,332-52.8% |
| Admin fee / account holder | $1,713 | $3,840-55.4% | $5,194-67.0% | $4,645-63.1% |