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 | $132,312 | $198,466-33.3% | $170,442-22.4% | $147,584-10.3% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 15.74% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $772 | $6,184-87.5% | $5,433-85.8% | $4,876-84.2% |
| Participant deferral / active EE | $2,089 | $5,629-62.9% | $4,939-57.7% | $5,439-61.6% |
| Admin fee / account holder | $1,143 | $16,852-93.2% | $13,880-91.8% | $10,885-89.5% |