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 | $46,797 | $58,523-20.0% | $99,443-52.9% | $72,985-35.9% |
| Participation rate | 50.0% | 64.6%-14.6pp | 73.8%-23.8pp | 69.5%-19.5pp |
| Annual return | 17.35% | 28.51%-11.2pp | 30.72%-13.4pp | 81.00%-63.7pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,674 | $2,606-35.8% | $3,619-53.8% | $3,607-53.6% |
| Admin fee / account holder | $2,174 | $4,102-47.0% | $6,250-65.2% | $5,124-57.6% |