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 | $43,456 | $52,580-17.4% | $71,671-39.4% | $70,131-38.0% |
| Participation rate | 54.3% | 60.9%-6.6pp | 68.7%-14.5pp | 69.5%-15.3pp |
| Annual return | 15.08% | 20.25%-5.2pp | 20.65%-5.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $257 | $1,616-84.1% | $2,460-89.5% | $2,342-89.0% |
| Participant deferral / active EE | $1,783 | $2,386-25.3% | $3,438-48.1% | $3,332-46.5% |
| Admin fee / account holder | $2,595 | $3,653-29.0% | $5,558-53.3% | $4,645-44.1% |