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 | $86,347 | $65,041+32.8% | $90,951-5.1% | $79,858+8.1% |
| Participation rate | 30.3% | 61.6%-31.3pp | 69.0%-38.7pp | 69.6%-39.4pp |
| Annual return | 11.27% | 30.45%-19.2pp | 134.60%-123.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $140 | $1,247-88.8% | $2,122-93.4% | $2,471-94.3% |
| Participant deferral / active EE | $1,397 | $2,512-44.4% | $3,373-58.6% | $3,740-62.6% |
| Admin fee / account holder | $1,165 | $4,536-74.3% | $5,959-80.4% | $5,306-78.0% |