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 | $103,356 | $58,512+76.6% | $84,015+23.0% | $72,985+41.6% |
| Participation rate | 47.3% | 61.2%-14.0pp | 69.0%-21.7pp | 69.5%-22.2pp |
| Annual return | 20.19% | 28.93%-8.7pp | 71.31%-51.1pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,376 | $2,394-0.7% | $3,239-26.6% | $3,607-34.1% |
| Admin fee / account holder | $8,111 | $4,569+77.5% | $6,101+32.9% | $5,124+58.3% |