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 | $121,323 | $109,881+10.4% | $150,045-19.1% | $84,808+43.1% |
| Participation rate | 66.2% | 76.1%-9.9pp | 82.3%-16.1pp | 68.3%-2.1pp |
| Annual return | 16.91% | 28.25%-11.3pp | 62.55%-45.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $478 | $3,561-86.6% | $4,693-89.8% | $2,631-81.8% |
| Participant deferral / active EE | $6,298 | $6,636-5.1% | $7,997-21.3% | $4,212+49.5% |
| Admin fee / account holder | $2,864 | $8,568-66.6% | $13,435-78.7% | $7,344-61.0% |