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 | $60,918 | $107,334-43.2% | $92,893-34.4% | $152,861-60.1% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.4%-13.2pp |
| Annual return | 25.92% | 145.58%-119.7pp | 109.41%-83.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $295 | $4,221-93.0% | $3,653-91.9% | $4,762-93.8% |
| Participant deferral / active EE | $2,453 | $4,845-49.4% | $4,236-42.1% | $5,850-58.1% |
| Admin fee / account holder | $1,305 | $7,079-81.6% | $5,794-77.5% | $11,596-88.7% |