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 | $218,760 | $72,012+203.8% | $185,823+17.7% | $79,858+173.9% |
| Participation rate | 55.2% | 65.8%-10.6pp | 78.0%-22.9pp | 69.6%-14.5pp |
| Annual return | 22.46% | 23.12%-0.7pp | 35.95%-13.5pp | 31.71%-9.3pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,552 | $3,779+46.9% | $5,632-1.4% | $3,740+48.5% |
| Admin fee / account holder | $1,651 | $4,513-63.4% | $9,500-82.6% | $5,306-68.9% |