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 | $79,836 | $48,795+63.6% | $65,493+21.9% | $84,808-5.9% |
| Participation rate | 55.6% | 67.0%-11.4pp | 73.1%-17.5pp | 68.3%-12.8pp |
| Annual return | 14.15% | 20.20%-6.0pp | 982.45%-968.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $178 | $1,930-90.8% | $2,574-93.1% | $2,631-93.2% |
| Participant deferral / active EE | $3,561 | $2,928+21.6% | $3,961-10.1% | $4,212-15.5% |
| Admin fee / account holder | $6,405 | $3,877+65.2% | $5,028+27.4% | $7,344-12.8% |