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 | $29,940 | $58,828-49.1% | $77,999-61.6% | $62,891-52.4% |
| Participation rate | 66.2% | 71.1%-4.8pp | 75.5%-9.3pp | 69.3%-3.1pp |
| Annual return | 12.34% | 17.16%-4.8pp | 425.96%-413.6pp | 20.14%-7.8pp |
| Employer contribution / active EE | $62 | $1,672-96.3% | $2,470-97.5% | $2,281-97.3% |
| Participant deferral / active EE | $1,281 | $2,686-52.3% | $3,497-63.4% | $3,203-60.0% |
| Admin fee / account holder | $2,792 | $4,393-36.4% | $5,480-49.1% | $4,296-35.0% |