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 | $54,308 | $71,050-23.6% | $93,606-42.0% | $80,856-32.8% |
| Participation rate | 67.9% | 60.4%+7.4pp | 68.7%-0.9pp | 67.6%+0.2pp |
| Annual return | 12.26% | 11.26%+1.0pp | 133.20%-120.9pp | 35.59%-23.3pp |
| Employer contribution / active EE | $363 | $1,564-76.8% | $2,420-85.0% | $2,755-86.8% |
| Participant deferral / active EE | $1,771 | $4,034-56.1% | $4,411-59.9% | $4,296-58.8% |
| Admin fee / account holder | $2,778 | $6,945-60.0% | $8,285-66.5% | $6,918-59.8% |