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 | $243,832 | $74,888+225.6% | $71,209+242.4% | $142,382+71.3% |
| Participation rate | 30.0% | 76.2%-46.2pp | 73.8%-43.8pp | 80.1%-50.1pp |
| Annual return | 15.70% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $267 | $2,854-90.7% | $2,721-90.2% | $4,299-93.8% |
| Participant deferral / active EE | $752 | $4,454-83.1% | $4,175-82.0% | $6,507-88.4% |
| Admin fee / account holder | $5,624 | $5,568+1.0% | $5,349+5.1% | $12,624-55.5% |