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 | $106,098 | $78,422+35.3% | $95,952+10.6% | $79,858+32.9% |
| Participation rate | 67.9% | 73.5%-5.6pp | 77.1%-9.2pp | 69.6%-1.8pp |
| Annual return | 18.88% | 19.37%-0.5pp | 91.61%-72.7pp | 31.71%-12.8pp |
| Employer contribution / active EE | $392 | $1,945-79.9% | $2,541-84.6% | $2,471-84.1% |
| Participant deferral / active EE | $3,099 | $3,440-9.9% | $4,167-25.6% | $3,740-17.1% |
| Admin fee / account holder | $2,100 | $5,622-62.7% | $6,795-69.1% | $5,306-60.4% |