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 | $56,523 | $63,346-10.8% | $92,233-38.7% | $70,131-19.4% |
| Participation rate | 69.7% | 68.7%+1.0pp | 76.5%-6.8pp | 69.5%+0.2pp |
| Annual return | 15.21% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $301 | $2,471-87.8% | $3,679-91.8% | $2,342-87.2% |
| Participant deferral / active EE | $3,704 | $2,854+29.8% | $3,897-5.0% | $3,332+11.2% |
| Admin fee / account holder | $15,034 | $3,840+291.5% | $5,194+189.5% | $4,645+223.6% |