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 | $43,585 | $67,606-35.5% | $82,313-47.0% | $70,131-37.9% |
| Participation rate | 46.6% | 72.8%-26.2pp | 76.9%-30.3pp | 69.5%-23.0pp |
| Annual return | 29.64% | 21.57%+8.1pp | 25.88%+3.8pp | 73.14%-43.5pp |
| Employer contribution / active EE | $220 | $1,755-87.5% | $2,428-90.9% | $2,342-90.6% |
| Participant deferral / active EE | $1,359 | $2,987-54.5% | $3,706-63.3% | $3,332-59.2% |
| Admin fee / account holder | $1,049 | $4,512-76.8% | $5,608-81.3% | $4,645-77.4% |