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 5-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 | $89,869 | $109,881-18.2% | $150,045-40.1% | $84,808+6.0% |
| Participation rate | 69.6% | 76.1%-6.5pp | 82.3%-12.8pp | 68.3%+1.3pp |
| Annual return | 24.54% | 28.25%-3.7pp | 62.55%-38.0pp | 40.90%-16.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,061 | $6,636+81.7% | $7,997+50.8% | $4,212+186.4% |
| Admin fee / account holder | $10,755 | $8,568+25.5% | $13,435-19.9% | $7,344+46.5% |