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 | $83,604 | $198,466-57.9% | $170,442-50.9% | $147,584-43.4% |
| Participation rate | 55.6% | 88.0%-32.4pp | 83.6%-28.0pp | 82.8%-27.3pp |
| Annual return | 12.58% | 257.29%-244.7pp | 205.93%-193.3pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,276 | $6,184-79.4% | $5,433-76.5% | $4,876-73.8% |
| Participant deferral / active EE | $3,275 | $5,629-41.8% | $4,939-33.7% | $5,439-39.8% |
| Admin fee / account holder | $613 | $16,852-96.4% | $13,880-95.6% | $10,885-94.4% |