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 | $115,451 | $78,953+46.2% | $113,168+2.0% | - |
| Participation rate | 32.3% | 68.2%-35.8pp | 76.6%-44.2pp | - |
| Annual return | 13.55% | 14.87%-1.3pp | 24.27%-10.7pp | - |
| Employer contribution / active EE | $388 | $2,126-81.7% | $2,975-86.9% | - |
| Participant deferral / active EE | $3,293 | $4,324-23.9% | $5,107-35.5% | - |
| Admin fee / account holder | $2,213 | $5,008-55.8% | $12,068-81.7% | - |