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 | $61,450 | $86,929-29.3% | $102,423-40.0% | $80,856-24.0% |
| Participation rate | 46.0% | 72.4%-26.3pp | 76.5%-30.5pp | 67.6%-21.6pp |
| Annual return | 19.22% | 18.88%+0.3pp | 29.32%-10.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $476 | $2,369-79.9% | $3,023-84.3% | $2,755-82.7% |
| Participant deferral / active EE | $3,608 | $4,118-12.4% | $5,053-28.6% | $4,296-16.0% |
| Admin fee / account holder | $2,650 | $8,049-67.1% | $9,451-72.0% | $6,918-61.7% |