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 | $80,155 | $57,281+39.9% | $86,612-7.5% | $75,163+6.6% |
| Participation rate | 30.6% | 63.2%-32.6pp | 71.7%-41.1pp | 67.2%-36.6pp |
| Annual return | 20.70% | 2670.75%-2650.1pp | 591.07%-570.4pp | 160.62%-139.9pp |
| Employer contribution / active EE | $155 | $2,314-93.3% | $3,022-94.9% | $2,670-94.2% |
| Participant deferral / active EE | $1,095 | $3,318-67.0% | $4,438-75.3% | $4,125-73.4% |
| Admin fee / account holder | $410 | $4,112-90.0% | $5,614-92.7% | $5,651-92.7% |