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 | $64,421 | $70,428-8.5% | $96,562-33.3% | $85,850-25.0% |
| Participation rate | 68.3% | 61.8%+6.5pp | 69.8%-1.5pp | 69.3%-1.0pp |
| Annual return | 12.44% | 18.59%-6.1pp | 37.78%-25.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,912 | $2,894+35.2% | $3,849+1.6% | $3,952-1.0% |
| Admin fee / account holder | $526 | $4,997-89.5% | $6,181-91.5% | $6,260-91.6% |