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 | $97,733 | $78,705+24.2% | $117,854-17.1% | $70,131+39.4% |
| Participation rate | 60.6% | 73.2%-12.6pp | 79.7%-19.1pp | 69.5%-8.9pp |
| Annual return | 15.56% | 23.30%-7.7pp | 335.08%-319.5pp | 73.14%-57.6pp |
| Employer contribution / active EE | $318 | $2,223-85.7% | $3,786-91.6% | $2,342-86.4% |
| Participant deferral / active EE | $3,275 | $3,297-0.7% | $4,482-26.9% | $3,332-1.7% |
| Admin fee / account holder | $3,209 | $5,065-36.6% | $8,020-60.0% | $4,645-30.9% |