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 | $69,136 | $56,897+21.5% | $84,750-18.4% | $62,891+9.9% |
| Participation rate | 36.0% | 68.5%-32.5pp | 76.6%-40.6pp | 69.3%-33.3pp |
| Annual return | 19.52% | 6.30%+13.2pp | 22.78%-3.3pp | 20.14%-0.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,548 | $2,709-42.9% | $3,712-58.3% | $3,203-51.7% |
| Admin fee / account holder | $1,486 | $3,581-58.5% | $5,332-72.1% | $4,296-65.4% |