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 | $117,270 | $87,733+33.7% | $106,548+10.1% | $85,850+36.6% |
| Participation rate | 59.5% | 71.9%-12.5pp | 76.1%-16.7pp | 69.3%-9.9pp |
| Annual return | 14.86% | 21.86%-7.0pp | 26.80%-11.9pp | 318.53%-303.7pp |
| Employer contribution / active EE | $347 | $2,073-83.3% | $2,819-87.7% | $2,565-86.5% |
| Participant deferral / active EE | $2,892 | $3,469-16.6% | $4,398-34.2% | $3,952-26.8% |
| Admin fee / account holder | $5,614 | $6,767-17.0% | $7,407-24.2% | $6,260-10.3% |