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 | $102,606 | $95,453+7.5% | $112,040-8.4% | $82,448+24.5% |
| Participation rate | 64.6% | 72.8%-8.1pp | 76.5%-11.9pp | 68.1%-3.4pp |
| Annual return | 14.85% | 23.92%-9.1pp | 24.52%-9.7pp | 41.64%-26.8pp |
| Employer contribution / active EE | $651 | $2,318-71.9% | $2,954-78.0% | $2,551-74.5% |
| Participant deferral / active EE | $4,103 | $4,224-2.9% | $5,098-19.5% | $4,139-0.9% |
| Admin fee / account holder | $1,697 | $9,013-81.2% | $12,098-86.0% | $7,234-76.5% |