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 | $153,305 | $86,286+77.7% | $111,297+37.7% | $85,850+78.6% |
| Participation rate | 62.9% | 73.3%-10.5pp | 77.3%-14.5pp | 69.3%-6.5pp |
| Annual return | 11.26% | 19.99%-8.7pp | 54.65%-43.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,550 | $3,641+79.9% | $4,487+46.0% | $3,952+65.8% |
| Admin fee / account holder | $23,345 | $8,188+185.1% | $7,964+193.1% | $6,260+272.9% |