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 | $69,606 | $65,041+7.0% | $90,951-23.5% | $79,858-12.8% |
| Participation rate | 61.1% | 61.6%-0.5pp | 69.0%-7.9pp | 69.6%-8.5pp |
| Annual return | 12.90% | 30.45%-17.6pp | 134.60%-121.7pp | 31.71%-18.8pp |
| Employer contribution / active EE | $141 | $1,247-88.7% | $2,122-93.3% | $2,471-94.3% |
| Participant deferral / active EE | $1,412 | $2,512-43.8% | $3,373-58.1% | $3,740-62.2% |
| Admin fee / account holder | $6,214 | $4,536+37.0% | $5,959+4.3% | $5,306+17.1% |