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 4-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 | $65,625 | $56,053+17.1% | $75,972-13.6% | $80,856-18.8% |
| Participation rate | 68.0% | 62.0%+6.0pp | 69.1%-1.1pp | 67.6%+0.4pp |
| Annual return | 17.07% | 20.53%-3.5pp | 359.55%-342.5pp | 35.59%-18.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,120 | $3,052-63.3% | $4,255-73.7% | $4,296-73.9% |
| Admin fee / account holder | $5,794 | $5,234+10.7% | $6,467-10.4% | $6,918-16.2% |