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 | $45,103 | $77,419-41.7% | $69,455-35.1% | $152,861-70.5% |
| Participation rate | 68.4% | 78.1%-9.7pp | 74.6%-6.2pp | 82.4%-14.0pp |
| Annual return | 23.87% | 39.06%-15.2pp | 28.97%-5.1pp | 345.32%-321.4pp |
| Employer contribution / active EE | $261 | $3,315-92.1% | $2,779-90.6% | $4,762-94.5% |
| Participant deferral / active EE | $2,391 | $4,414-45.8% | $3,535-32.4% | $5,850-59.1% |
| Admin fee / account holder | $2,579 | $6,207-58.4% | $3,839-32.8% | $11,596-77.8% |