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 | $92,719 | $69,515+33.4% | $86,874+6.7% | $85,850+8.0% |
| Participation rate | 65.1% | 66.3%-1.2pp | 71.6%-6.5pp | 69.3%-4.2pp |
| Annual return | 27.35% | 20.12%+7.2pp | 63.52%-36.2pp | 318.53%-291.2pp |
| Employer contribution / active EE | $0 | $1,880-100.0% | $2,495-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $7,869 | $2,919+169.6% | $3,699+112.7% | $3,952+99.1% |
| Admin fee / account holder | $20,163 | $5,972+237.6% | $5,828+246.0% | $6,260+222.1% |