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 | $49,161 | $152,587-67.8% | $125,175-60.7% | $152,861-67.8% |
| Participation rate | 56.5% | 83.3%-26.8pp | 79.8%-23.3pp | 82.4%-25.9pp |
| Annual return | 20.57% | 54.84%-34.3pp | 43.79%-23.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $352 | $4,946-92.9% | $3,865-90.9% | $4,762-92.6% |
| Participant deferral / active EE | $3,251 | $5,868-44.6% | $4,937-34.1% | $5,850-44.4% |
| Admin fee / account holder | $11,838 | $13,434-11.9% | $9,702+22.0% | $11,596+2.1% |