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 | $80,925 | $96,635-16.3% | $86,612-6.6% | $139,434-42.0% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 12.14% | 106.41%-94.3pp | 591.07%-578.9pp | 372.94%-360.8pp |
| Employer contribution / active EE | $277 | $3,263-91.5% | $3,022-90.8% | $4,751-94.2% |
| Participant deferral / active EE | $2,854 | $4,836-41.0% | $4,438-35.7% | $6,710-57.5% |
| Admin fee / account holder | $402 | $6,408-93.7% | $5,614-92.8% | $11,403-96.5% |