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.
Participant 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 | $83,438 | $62,586+33.3% | $76,768+8.7% | $64,186+30.0% |
| Participation rate | 67.2% | 72.8%-5.6pp | 77.0%-9.8pp | 69.6%-2.4pp |
| Annual return | 11.51% | -1.95%+13.5pp | 2.43%+9.1pp | 7.63%+3.9pp |
| Employer contribution / active EE | $9,375 | $1,832+411.7% | $2,485+277.2% | $2,381+293.8% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,872 | $4,667-59.9% | $6,675-72.0% | $4,888-61.7% |