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 | $65,531 | $76,552-14.4% | $123,892-47.1% | $62,891+4.2% |
| Participation rate | 50.0% | 73.0%-23.0pp | 81.4%-31.4pp | 69.3%-19.3pp |
| Annual return | 9.49% | 18.68%-9.2pp | 47.52%-38.0pp | 20.14%-10.7pp |
| Employer contribution / active EE | $416 | $2,883-85.6% | $4,617-91.0% | $2,281-81.7% |
| Participant deferral / active EE | $3,834 | $4,840-20.8% | $5,984-35.9% | $3,203+19.7% |
| Admin fee / account holder | $11,625 | $4,826+140.9% | $8,357+39.1% | $4,296+170.6% |