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 | $88,437 | $77,419+14.2% | $69,455+27.3% | $152,861-42.1% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.4%-49.1pp |
| Annual return | 13.11% | 39.06%-26.0pp | 28.97%-15.9pp | 345.32%-332.2pp |
| Employer contribution / active EE | $324 | $3,315-90.2% | $2,779-88.4% | $4,762-93.2% |
| Participant deferral / active EE | $1,954 | $4,414-55.7% | $3,535-44.7% | $5,850-66.6% |
| Admin fee / account holder | $757 | $6,207-87.8% | $3,839-80.3% | $11,596-93.5% |