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 | $93,891 | $107,334-12.5% | $92,893+1.1% | $152,861-38.6% |
| Participation rate | 31.6% | 79.8%-48.2pp | 76.0%-44.4pp | 82.4%-50.9pp |
| Annual return | 15.97% | 145.58%-129.6pp | 109.41%-93.4pp | 345.32%-329.3pp |
| Employer contribution / active EE | $183 | $4,221-95.7% | $3,653-95.0% | $4,762-96.2% |
| Participant deferral / active EE | $1,460 | $4,845-69.9% | $4,236-65.5% | $5,850-75.0% |
| Admin fee / account holder | $3,156 | $7,079-55.4% | $5,794-45.5% | $11,596-72.8% |