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 | $29,280 | $65,365-55.2% | $92,893-68.5% | $72,985-59.9% |
| Participation rate | 68.2% | 68.3%-0.1pp | 76.0%-7.8pp | 69.5%-1.3pp |
| Annual return | 22.44% | 42.10%-19.7pp | 109.41%-87.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $562 | $2,594-78.3% | $3,653-84.6% | $2,440-76.9% |
| Participant deferral / active EE | $1,530 | $3,128-51.1% | $4,236-63.9% | $3,607-57.6% |
| Admin fee / account holder | $1,890 | $4,251-55.5% | $5,794-67.4% | $5,124-63.1% |