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 | $197,625 | $198,466-0.4% | $170,442+15.9% | $147,584+33.9% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 12.97% | 257.29%-244.3pp | 205.93%-193.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $1,075 | $6,184-82.6% | $5,433-80.2% | $4,876-78.0% |
| Participant deferral / active EE | $2,325 | $5,629-58.7% | $4,939-52.9% | $5,439-57.3% |
| Admin fee / account holder | $2,036 | $16,852-87.9% | $13,880-85.3% | $10,885-81.3% |