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 | $79,700 | $64,348+23.9% | $90,160-11.6% | $70,131+13.6% |
| Participation rate | 59.5% | 70.4%-11.0pp | 76.9%-17.4pp | 69.5%-10.1pp |
| Annual return | 22.59% | 28.13%-5.5pp | 34.88%-12.3pp | 73.14%-50.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $10,020 | $4,389+128.3% | $5,288+89.5% | $3,332+200.8% |
| Admin fee / account holder | $6,904 | $3,944+75.1% | $5,943+16.2% | $4,645+48.6% |