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 | $120,802 | $91,538+32.0% | $129,995-7.1% | $75,163+60.7% |
| Participation rate | 60.6% | 71.4%-10.8pp | 78.5%-17.9pp | 67.2%-6.6pp |
| Annual return | 18.14% | -631.11%+649.3pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $560 | $2,845-80.3% | $4,320-87.0% | $2,670-79.0% |
| Participant deferral / active EE | $2,341 | $4,341-46.1% | $5,820-59.8% | $4,125-43.3% |
| Admin fee / account holder | $1,115 | $6,790-83.6% | $10,614-89.5% | $5,651-80.3% |