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 | $86,096 | $58,512+47.1% | $84,015+2.5% | $72,985+18.0% |
| Participation rate | 55.9% | 61.2%-5.3pp | 69.0%-13.1pp | 69.5%-13.6pp |
| Annual return | 22.71% | 28.93%-6.2pp | 71.31%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $65 | $1,163-94.5% | $1,983-96.7% | $2,440-97.4% |
| Participant deferral / active EE | $1,309 | $2,394-45.3% | $3,239-59.6% | $3,607-63.7% |
| Admin fee / account holder | $16,334 | $4,569+257.5% | $6,101+167.7% | $5,124+218.8% |