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 | $25,918 | $107,334-75.9% | $92,893-72.1% | $152,861-83.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 67.25% | 145.58%-78.3pp | 109.41%-42.2pp | 345.32%-278.1pp |
| Employer contribution / active EE | $588 | $4,221-86.1% | $3,653-83.9% | $4,762-87.7% |
| Participant deferral / active EE | $1,484 | $4,845-69.4% | $4,236-65.0% | $5,850-74.6% |
| Admin fee / account holder | $1,530 | $7,079-78.4% | $5,794-73.6% | $11,596-86.8% |