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 | $33,482 | $61,272-45.4% | $149,673-77.6% | $71,457-53.1% |
| Participation rate | 48.3% | 62.5%-14.2pp | 78.8%-30.5pp | 67.9%-19.6pp |
| Annual return | 13.56% | 35.85%-22.3pp | 134.42%-120.9pp | 28.85%-15.3pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $2,652 | $2,917-9.1% | $5,680-53.3% | $4,289-38.2% |
| Admin fee / account holder | $7,837 | $1,261+521.3% | $13,210-40.7% | $1,587+393.7% |