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 | $60,598 | $76,367-20.6% | $93,606-35.3% | $72,985-17.0% |
| Participation rate | 63.9% | 71.7%-7.8pp | 75.8%-11.9pp | 69.5%-5.6pp |
| Annual return | 16.53% | 25.82%-9.3pp | 32.76%-16.2pp | 81.00%-64.5pp |
| Employer contribution / active EE | $386 | $2,275-83.0% | $2,718-85.8% | $2,440-84.2% |
| Participant deferral / active EE | $1,798 | $3,538-49.2% | $4,069-55.8% | $3,607-50.1% |
| Admin fee / account holder | $3,147 | $6,838-54.0% | $7,888-60.1% | $5,124-38.6% |