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 | $51,512 | $104,251-50.6% | $91,001-43.4% | $147,584-65.1% |
| Participation rate | 68.8% | 78.2%-9.5pp | 75.6%-6.9pp | 82.8%-14.1pp |
| Annual return | 18.03% | 27.06%-9.0pp | 4.60%+13.4pp | 578.55%-560.5pp |
| Employer contribution / active EE | $279 | $3,116-91.1% | $2,456-88.7% | $4,876-94.3% |
| Participant deferral / active EE | $1,604 | $4,195-61.8% | $3,547-54.8% | $5,439-70.5% |
| Admin fee / account holder | $5,165 | $8,948-42.3% | $5,417-4.7% | $10,885-52.6% |