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 | $34,956 | $57,828-39.6% | $117,039-70.1% | $70,131-50.2% |
| Participation rate | 56.9% | 67.1%-10.2pp | 77.2%-20.3pp | 69.5%-12.6pp |
| Annual return | 18.66% | 17.55%+1.1pp | 18.95%-0.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $261 | $1,816-85.6% | $3,785-93.1% | $2,342-88.9% |
| Participant deferral / active EE | $1,361 | $2,438-44.2% | $3,929-65.4% | $3,332-59.1% |
| Admin fee / account holder | $1,752 | $3,548-50.6% | $5,974-70.7% | $4,645-62.3% |