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 | $111,163 | $83,477+33.2% | $125,175-11.2% | $72,985+52.3% |
| Participation rate | 57.5% | 73.3%-15.8pp | 79.8%-22.3pp | 69.5%-12.0pp |
| Annual return | 25.43% | 25.78%-0.4pp | 43.79%-18.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $273 | $2,345-88.4% | $3,865-92.9% | $2,440-88.8% |
| Participant deferral / active EE | $2,625 | $3,585-26.8% | $4,937-46.8% | $3,607-27.2% |
| Admin fee / account holder | $4,363 | $5,517-20.9% | $9,702-55.0% | $5,124-14.9% |