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 | $19,682 | $62,672-68.6% | $185,117-89.4% | $70,131-71.9% |
| Participation rate | 65.4% | 63.8%+1.6pp | 77.3%-11.9pp | 69.5%-4.2pp |
| Annual return | 13.74% | 40.79%-27.1pp | 40.50%-26.8pp | 73.14%-59.4pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,777 | $3,272+15.4% | $5,045-25.1% | $3,332+13.4% |
| Admin fee / account holder | $1,294 | $3,932-67.1% | $8,159-84.1% | $4,645-72.1% |