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 | $62,979 | $198,466-68.3% | $170,442-63.0% | $147,584-57.3% |
| Participation rate | 54.2% | 88.0%-33.8pp | 83.6%-29.4pp | 82.8%-28.7pp |
| Annual return | 20.12% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,210 | $6,184-80.4% | $5,433-77.7% | $4,876-75.2% |
| Participant deferral / active EE | $2,472 | $5,629-56.1% | $4,939-50.0% | $5,439-54.6% |
| Admin fee / account holder | $1,506 | $16,852-91.1% | $13,880-89.1% | $10,885-86.2% |