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 | $93,175 | $67,411+38.2% | $91,001+2.4% | $70,131+32.9% |
| Participation rate | 62.1% | 71.4%-9.2pp | 75.6%-13.5pp | 69.5%-7.4pp |
| Annual return | 19.91% | -40.16%+60.1pp | 4.60%+15.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $256 | $1,786-85.7% | $2,456-89.6% | $2,342-89.1% |
| Participant deferral / active EE | $2,454 | $2,823-13.1% | $3,547-30.8% | $3,332-26.3% |
| Admin fee / account holder | $1,514 | $4,236-64.3% | $5,417-72.0% | $4,645-67.4% |