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 | $135,816 | $133,922+1.4% | $116,228+16.9% | $142,382-4.6% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.6%-32.4pp | 80.1%-38.0pp |
| Annual return | 10.42% | 147.76%-137.3pp | 90.06%-79.6pp | 217.08%-206.7pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,634 | $5,672-35.9% | $4,953-26.6% | $6,507-44.1% |
| Admin fee / account holder | $3,009 | $14,945-79.9% | $11,989-74.9% | $12,624-76.2% |