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 | $127,424 | $95,803+33.0% | $113,168+12.6% | $84,808+50.3% |
| Participation rate | 68.8% | 72.9%-4.1pp | 76.6%-7.8pp | 68.3%+0.4pp |
| Annual return | 15.17% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,264 | $4,242+165.5% | $5,107+120.6% | $4,212+167.5% |
| Admin fee / account holder | $10,267 | $8,989+14.2% | $12,068-14.9% | $7,344+39.8% |