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 | $133,847 | $57,590+132.4% | $86,233+55.2% | $82,448+62.3% |
| Participation rate | 9.1% | 57.9%-48.8pp | 69.0%-59.9pp | 68.1%-59.0pp |
| Annual return | 15.22% | 22.41%-7.2pp | 61.39%-46.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $106 | $1,655-93.6% | $2,504-95.8% | $2,551-95.9% |
| Participant deferral / active EE | $1,569 | $3,080-49.1% | $4,559-65.6% | $4,139-62.1% |
| Admin fee / account holder | $722 | $4,730-84.7% | $8,342-91.3% | $7,234-90.0% |