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 | $65,237 | $93,346-30.1% | $71,796-9.1% | $273,961-76.2% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 7.09% | 130.39%-123.3pp | 78.04%-70.9pp | 41.45%-34.4pp |
| Employer contribution / active EE | $128 | $2,733-95.3% | $1,924-93.3% | $4,869-97.4% |
| Participant deferral / active EE | $1,226 | $3,475-64.7% | $2,794-56.1% | $5,287-76.8% |
| Admin fee / account holder | $499 | $6,571-92.4% | $4,815-89.6% | $10,132-95.1% |