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 | $35,846 | $65,395-45.2% | $182,532-80.4% | $72,985-50.9% |
| Participation rate | 64.2% | 65.4%-1.3pp | 78.0%-13.8pp | 69.5%-5.3pp |
| Annual return | 18.46% | 27.68%-9.2pp | 148.54%-130.1pp | 81.00%-62.5pp |
| Employer contribution / active EE | $213 | $1,911-88.8% | $4,076-94.8% | $2,440-91.3% |
| Participant deferral / active EE | $2,212 | $3,563-37.9% | $5,524-60.0% | $3,607-38.7% |
| Admin fee / account holder | $4,480 | $4,245+5.6% | $8,592-47.9% | $5,124-12.6% |