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 | $73,492 | $65,041+13.0% | $90,951-19.2% | $79,858-8.0% |
| Participation rate | 53.6% | 61.6%-8.0pp | 69.0%-15.4pp | 69.6%-16.1pp |
| Annual return | 14.00% | 30.45%-16.4pp | 134.60%-120.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,213 | $2,512+67.7% | $3,373+24.9% | $3,740+12.6% |
| Admin fee / account holder | $965 | $4,536-78.7% | $5,959-83.8% | $5,306-81.8% |