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 | $76,120 | $45,312+68.0% | $86,233-11.7% | $67,986+12.0% |
| Participation rate | 17.8% | 42.4%-24.7pp | 69.0%-51.3pp | 57.2%-39.5pp |
| Annual return | 15.48% | 24.79%-9.3pp | 61.39%-45.9pp | 31.67%-16.2pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $995 | $2,185-54.4% | $4,559-78.2% | $3,358-70.4% |
| Admin fee / account holder | $5,468 | $3,295+66.0% | $8,342-34.5% | $3,203+70.7% |