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 | $98,745 | $154,117-35.9% | $129,995-24.0% | $139,434-29.2% |
| Participation rate | 64.7% | 82.0%-17.2pp | 78.5%-13.8pp | 80.3%-15.6pp |
| Annual return | 16.71% | 32.48%-15.8pp | -137.18%+153.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $1,072 | $5,289-79.7% | $4,320-75.2% | $4,751-77.4% |
| Participant deferral / active EE | $2,343 | $6,710-65.1% | $5,820-59.7% | $6,710-65.1% |
| Admin fee / account holder | $17,429 | $14,007+24.4% | $10,614+64.2% | $11,403+52.9% |