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 | $101,237 | $198,466-49.0% | $170,442-40.6% | $147,584-31.4% |
| Participation rate | 38.5% | 88.0%-49.5pp | 83.6%-45.1pp | 82.8%-44.4pp |
| Annual return | 16.90% | 257.29%-240.4pp | 205.93%-189.0pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,194 | $6,184-80.7% | $5,433-78.0% | $4,876-75.5% |
| Participant deferral / active EE | $3,541 | $5,629-37.1% | $4,939-28.3% | $5,439-34.9% |
| Admin fee / account holder | $1,008 | $16,852-94.0% | $13,880-92.7% | $10,885-90.7% |