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 | $155,979 | $72,277+115.8% | $101,248+54.1% | $79,858+95.3% |
| Participation rate | 69.4% | 68.5%+1.0pp | 75.8%-6.4pp | 69.6%-0.2pp |
| Annual return | 12.14% | 22.30%-10.2pp | 46.47%-34.3pp | 31.71%-19.6pp |
| Employer contribution / active EE | $561 | $2,692-79.2% | $3,660-84.7% | $2,471-77.3% |
| Participant deferral / active EE | $4,748 | $3,282+44.7% | $4,370+8.6% | $3,740+26.9% |
| Admin fee / account holder | $4,311 | $4,400-2.0% | $5,945-27.5% | $5,306-18.8% |