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 | $231,712 | $217,402+6.6% | $185,823+24.7% | $167,490+38.3% |
| Participation rate | 10.0% | 86.0%-76.0pp | 81.7%-71.7pp | 82.1%-72.1pp |
| Annual return | 9.05% | 148.36%-139.3pp | 122.05%-113.0pp | 478.56%-469.5pp |
| Employer contribution / active EE | $1,151 | $5,873-80.4% | $5,167-77.7% | $4,837-76.2% |
| Participant deferral / active EE | $2,660 | $6,356-58.2% | $5,568-52.2% | $6,341-58.1% |
| Admin fee / account holder | $2,152 | $19,811-89.1% | $16,237-86.7% | $12,309-82.5% |