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 | $29,898 | $84,233-64.5% | $170,442-82.5% | $70,131-57.4% |
| Participation rate | 16.4% | 70.8%-54.4pp | 83.6%-67.2pp | 69.5%-53.1pp |
| Annual return | 16.72% | 23.06%-6.3pp | 205.93%-189.2pp | 73.14%-56.4pp |
| Employer contribution / active EE | $178 | $3,387-94.8% | $5,433-96.7% | $2,342-92.4% |
| Participant deferral / active EE | $880 | $3,086-71.5% | $4,939-82.2% | $3,332-73.6% |
| Admin fee / account holder | $1,674 | $5,698-70.6% | $13,880-87.9% | $4,645-64.0% |