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 | $132,372 | $153,772-13.9% | $133,980-1.2% | $273,961-51.7% |
| Participation rate | 33.3% | 88.4%-55.0pp | 87.1%-53.7pp | 83.0%-49.7pp |
| Annual return | 8.91% | 36.51%-27.6pp | 29.30%-20.4pp | 41.45%-32.5pp |
| Employer contribution / active EE | $1,021 | $6,029-83.1% | $5,211-80.4% | $4,869-79.0% |
| Participant deferral / active EE | $4,892 | $6,958-29.7% | $6,282-22.1% | $5,287-7.5% |
| Admin fee / account holder | $3,740 | $11,765-68.2% | $9,324-59.9% | $10,132-63.1% |