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 | $89,721 | $91,190-1.6% | $178,490-49.7% | $79,858+12.4% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 17.84% | 24.19%-6.3pp | 151.07%-133.2pp | 31.71%-13.9pp |
| Employer contribution / active EE | $291 | $3,256-91.1% | $5,011-94.2% | $2,471-88.2% |
| Participant deferral / active EE | $2,455 | $3,236-24.1% | $5,202-52.8% | $3,740-34.3% |
| Admin fee / account holder | $772 | $6,751-88.6% | $13,984-94.5% | $5,306-85.5% |