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 | $96,849 | $65,409+48.1% | $98,442-1.6% | $85,850+12.8% |
| Participation rate | 25.9% | 65.0%-39.1pp | 73.3%-47.5pp | 69.3%-43.4pp |
| Annual return | 13.33% | 21.76%-8.4pp | 1492.73%-1479.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $118 | $2,168-94.6% | $2,960-96.0% | $2,565-95.4% |
| Participant deferral / active EE | $1,088 | $3,166-65.6% | $4,276-74.6% | $3,952-72.5% |
| Admin fee / account holder | $4,913 | $4,593+7.0% | $5,949-17.4% | $6,260-21.5% |