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 | $42,451 | $49,138-13.6% | $84,015-49.5% | $65,185-34.9% |
| Participation rate | 65.3% | 60.7%+4.6pp | 69.0%-3.7pp | 70.2%-4.9pp |
| Annual return | 22.54% | 23.00%-0.5pp | 71.31%-48.8pp | 29.38%-6.8pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,695 | $2,397+12.4% | $3,239-16.8% | $3,514-23.3% |
| Admin fee / account holder | $6,979 | $543+1184.5% | $6,101+14.4% | $847+723.9% |