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 | $61,875 | $109,359-43.4% | $162,163-61.8% | $72,985-15.2% |
| Participation rate | 64.3% | 84.3%-20.0pp | 87.6%-23.3pp | 69.5%-5.2pp |
| Annual return | 20.71% | 25.46%-4.8pp | 115.59%-94.9pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,144 | $3,907-70.7% | $5,614-79.6% | $2,440-53.1% |
| Participant deferral / active EE | $3,162 | $5,481-42.3% | $7,298-56.7% | $3,607-12.3% |
| Admin fee / account holder | $474 | $7,972-94.0% | $10,843-95.6% | $5,124-90.7% |