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 | $70,763 | $47,848+47.9% | $81,478-13.2% | $70,131+0.9% |
| Participation rate | 55.0% | 58.3%-3.3pp | 68.0%-13.0pp | 69.5%-14.5pp |
| Annual return | 16.43% | 27.25%-10.8pp | 38.78%-22.3pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,769 | $2,453+94.4% | $3,537+34.9% | $3,332+43.1% |
| Admin fee / account holder | $5,148 | $3,145+63.7% | $4,561+12.9% | $4,645+10.8% |