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 | $27,094 | $79,449-65.9% | $189,557-85.7% | $85,850-68.4% |
| Participation rate | 66.7% | 66.0%+0.7pp | 78.4%-11.8pp | 69.3%-2.6pp |
| Annual return | 18.75% | 18.45%+0.3pp | 64.17%-45.4pp | 318.53%-299.8pp |
| Employer contribution / active EE | $101 | $2,081-95.2% | $4,412-97.7% | $2,565-96.1% |
| Participant deferral / active EE | $2,949 | $4,051-27.2% | $6,174-52.2% | $3,952-25.4% |
| Admin fee / account holder | $1,086 | $5,377-79.8% | $9,807-88.9% | $6,260-82.7% |