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 | $89,839 | $80,968+11.0% | $96,544-6.9% | $75,163+19.5% |
| Participation rate | 50.0% | 71.8%-21.8pp | 76.0%-26.0pp | 67.2%-17.2pp |
| Annual return | 15.81% | 27.06%-11.3pp | 25.84%-10.0pp | 160.62%-144.8pp |
| Employer contribution / active EE | $560 | $2,282-75.4% | $2,965-81.1% | $2,670-79.0% |
| Participant deferral / active EE | $2,335 | $3,928-40.6% | $4,851-51.9% | $4,125-43.4% |
| Admin fee / account holder | $2,479 | $6,724-63.1% | $8,252-70.0% | $5,651-56.1% |