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 | $69,115 | $107,334-35.6% | $92,893-25.6% | $152,861-54.8% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 15.52% | 145.58%-130.1pp | 109.41%-93.9pp | 345.32%-329.8pp |
| Employer contribution / active EE | $366 | $4,221-91.3% | $3,653-90.0% | $4,762-92.3% |
| Participant deferral / active EE | $1,465 | $4,845-69.8% | $4,236-65.4% | $5,850-75.0% |
| Admin fee / account holder | $12,252 | $7,079+73.1% | $5,794+111.5% | $11,596+5.7% |