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 | $75,151 | $80,968-7.2% | $96,544-22.2% | $75,1630% |
| Participation rate | 48.2% | 71.8%-23.6pp | 76.0%-27.8pp | 67.2%-19.0pp |
| Annual return | 15.70% | 27.06%-11.4pp | 25.84%-10.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $554 | $2,282-75.7% | $2,965-81.3% | $2,670-79.2% |
| Participant deferral / active EE | $2,795 | $3,928-28.8% | $4,851-42.4% | $4,125-32.2% |
| Admin fee / account holder | $12,875 | $6,724+91.5% | $8,252+56.0% | $5,651+127.8% |