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 | $113,068 | $102,382+10.4% | $147,005-23.1% | $80,874+39.8% |
| Participation rate | 56.6% | 75.8%-19.2pp | 82.2%-25.6pp | 67.6%-11.0pp |
| Annual return | 18.23% | 134.89%-116.7pp | 418.76%-400.5pp | 35.62%-17.4pp |
| Employer contribution / active EE | $298 | $3,715-92.0% | $4,934-94.0% | $2,756-89.2% |
| Participant deferral / active EE | $2,980 | $6,646-55.2% | $8,070-63.1% | $4,297-30.7% |
| Admin fee / account holder | $2,761 | $7,942-65.2% | $13,006-78.8% | $6,935-60.2% |