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 | $63,453 | $73,933-14.2% | $96,683-34.4% | $75,163-15.6% |
| Participation rate | 50.0% | 66.4%-16.4pp | 74.3%-24.3pp | 67.2%-17.2pp |
| Annual return | 19.36% | 26.70%-7.3pp | 35.69%-16.3pp | 160.62%-141.3pp |
| Employer contribution / active EE | $559 | $2,928-80.9% | $3,737-85.0% | $2,670-79.1% |
| Participant deferral / active EE | $2,846 | $3,659-22.2% | $4,878-41.6% | $4,125-31.0% |
| Admin fee / account holder | $1,487 | $5,216-71.5% | $6,730-77.9% | $5,651-73.7% |