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 | $142,956 | $176,812-19.1% | $146,665-2.5% | $167,490-14.6% |
| Participation rate | 58.8% | 83.6%-24.8pp | 80.1%-21.2pp | 82.1%-23.3pp |
| Annual return | 19.25% | 24.03%-4.8pp | 22.74%-3.5pp | 478.56%-459.3pp |
| Employer contribution / active EE | $880 | $5,160-83.0% | $4,136-78.7% | $4,837-81.8% |
| Participant deferral / active EE | $2,552 | $6,440-60.4% | $5,506-53.7% | $6,341-59.8% |
| Admin fee / account holder | $17,278 | $13,259+30.3% | $10,280+68.1% | $12,309+40.4% |