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 | $60,266 | $46,553+29.5% | $64,056-5.9% | $75,163-19.8% |
| Participation rate | 29.0% | 65.9%-36.9pp | 72.3%-43.3pp | 67.2%-38.2pp |
| Annual return | 23.82% | 26.03%-2.2pp | 33.69%-9.9pp | 160.62%-136.8pp |
| Employer contribution / active EE | $350 | $1,974-82.3% | $2,747-87.2% | $2,670-86.9% |
| Participant deferral / active EE | $1,521 | $2,837-46.4% | $3,880-60.8% | $4,125-63.1% |
| Admin fee / account holder | $614 | $2,952-79.2% | $3,068-80.0% | $5,651-89.1% |