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 | $84,394 | $177,572-52.5% | $154,803-45.5% | $142,382-40.7% |
| Participation rate | 57.1% | 82.1%-24.9pp | 78.1%-20.9pp | 80.1%-23.0pp |
| Annual return | 31.81% | 65.07%-33.3pp | 58.88%-27.1pp | 217.08%-185.3pp |
| Employer contribution / active EE | $853 | $4,810-82.3% | $4,305-80.2% | $4,299-80.2% |
| Participant deferral / active EE | $2,985 | $6,272-52.4% | $5,540-46.1% | $6,507-54.1% |
| Admin fee / account holder | $28,900 | $16,786+72.2% | $14,329+101.7% | $12,624+128.9% |