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 | $107,099 | $93,170+15.0% | $100,534+6.5% | $84,808+26.3% |
| Participation rate | 43.9% | 75.8%-32.0pp | 80.6%-36.8pp | 68.3%-24.5pp |
| Annual return | 19.79% | 47.13%-27.3pp | 32.66%-12.9pp | 40.90%-21.1pp |
| Employer contribution / active EE | $699 | $3,985-82.5% | $4,346-83.9% | $2,631-73.4% |
| Participant deferral / active EE | $2,900 | $5,699-49.1% | $6,144-52.8% | $4,212-31.1% |
| Admin fee / account holder | $8,065 | $7,382+9.2% | $7,654+5.4% | $7,344+9.8% |