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 | $97,725 | $65,561+49.1% | $86,188+13.4% | $75,163+30.0% |
| Participation rate | 38.6% | 60.5%-21.9pp | 69.0%-30.4pp | 67.2%-28.6pp |
| Annual return | 21.30% | 46.05%-24.8pp | 1168.45%-1147.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $59 | $1,553-96.2% | $2,380-97.5% | $2,670-97.8% |
| Participant deferral / active EE | $1,852 | $3,024-38.7% | $3,985-53.5% | $4,125-55.1% |
| Admin fee / account holder | $924 | $5,474-83.1% | $6,852-86.5% | $5,651-83.7% |