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 | $114,777 | $58,512+96.2% | $84,015+36.6% | $72,985+57.3% |
| Participation rate | 51.7% | 61.2%-9.6pp | 69.0%-17.3pp | 69.5%-17.8pp |
| Annual return | 21.35% | 28.93%-7.6pp | 71.31%-50.0pp | 81.00%-59.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,821 | $2,394-23.9% | $3,239-43.8% | $3,607-49.5% |
| Admin fee / account holder | $24,013 | $4,569+425.6% | $6,101+293.6% | $5,124+368.6% |