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 | $92,979 | $79,449+17.0% | $189,557-50.9% | $85,850+8.3% |
| Participation rate | 67.9% | 66.0%+1.9pp | 78.4%-10.6pp | 69.3%-1.5pp |
| Annual return | 15.98% | 18.45%-2.5pp | 64.17%-48.2pp | 318.53%-302.6pp |
| Employer contribution / active EE | $140 | $2,081-93.3% | $4,412-96.8% | $2,565-94.5% |
| Participant deferral / active EE | $2,611 | $4,051-35.6% | $6,174-57.7% | $3,952-33.9% |
| Admin fee / account holder | $8,599 | $5,377+59.9% | $9,807-12.3% | $6,260+37.4% |