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 | $99,502 | $48,750+104.1% | $88,946+11.9% | $74,304+33.9% |
| Participation rate | 11.7% | 44.5%-32.8pp | 68.8%-57.2pp | 60.3%-48.7pp |
| Annual return | 15.50% | 25.91%-10.4pp | 57.82%-42.3pp | 29.43%-13.9pp |
| Employer contribution / active EE | $146 | $1,255-88.4% | $2,555-94.3% | $2,241-93.5% |
| Participant deferral / active EE | $585 | $2,423-75.9% | $4,581-87.2% | $3,767-84.5% |
| Admin fee / account holder | $1,971 | $3,756-47.5% | $8,261-76.1% | $2,969-33.6% |