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 | $114,348 | $83,477+37.0% | $125,175-8.6% | $72,985+56.7% |
| Participation rate | 63.9% | 73.3%-9.4pp | 79.8%-15.9pp | 69.5%-5.6pp |
| Annual return | 23.02% | 25.78%-2.8pp | 43.79%-20.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $422 | $2,345-82.0% | $3,865-89.1% | $2,440-82.7% |
| Participant deferral / active EE | $3,425 | $3,585-4.5% | $4,937-30.6% | $3,607-5.1% |
| Admin fee / account holder | $2,655 | $5,517-51.9% | $9,702-72.6% | $5,124-48.2% |