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 | $193,682 | $209,336-7.5% | $197,124-1.7% | $137,256+41.1% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 13.66% | 48.09%-34.4pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,227 | $6,591-81.4% | $6,227-80.3% | $4,156-70.5% |
| Participant deferral / active EE | $9,544 | $9,614-0.7% | $9,135+4.5% | $6,407+49.0% |
| Admin fee / account holder | $3,889 | $17,308-77.5% | $16,298-76.1% | $12,270-68.3% |