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 | $44,660 | $70,475-36.6% | $100,516-55.6% | $79,858-44.1% |
| Participation rate | 23.1% | 73.7%-50.6pp | 79.4%-56.3pp | 69.6%-46.6pp |
| Annual return | 18.94% | 21.90%-3.0pp | 30.89%-12.0pp | 31.71%-12.8pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,426 | $5,181-53.2% | $6,270-61.3% | $3,740-35.1% |
| Admin fee / account holder | $627 | $4,478-86.0% | $8,081-92.2% | $5,306-88.2% |