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 | $58,869 | $87,037-32.4% | $106,201-44.6% | $80,874-27.2% |
| Participation rate | 69.8% | 70.4%-0.6pp | 75.3%-5.5pp | 67.6%+2.2pp |
| Annual return | 11.52% | 17.05%-5.5pp | 116.26%-104.7pp | 35.62%-24.1pp |
| Employer contribution / active EE | $636 | $2,396-73.4% | $3,170-79.9% | $2,756-76.9% |
| Participant deferral / active EE | $2,915 | $3,986-26.9% | $5,012-41.8% | $4,297-32.2% |
| Admin fee / account holder | $1,082 | $8,434-87.2% | $11,039-90.2% | $6,935-84.4% |