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 | $97,943 | $48,046+103.9% | $84,611+15.8% | $72,985+34.2% |
| Participation rate | 33.3% | 57.6%-24.2pp | 68.2%-34.9pp | 69.5%-36.2pp |
| Annual return | 22.66% | 37.38%-14.7pp | 258.74%-236.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $14 | $1,602-99.1% | $2,652-99.5% | $2,440-99.4% |
| Participant deferral / active EE | $3,115 | $2,680+16.2% | $3,899-20.1% | $3,607-13.6% |
| Admin fee / account holder | $1,792 | $3,395-47.2% | $4,912-63.5% | $5,124-65.0% |