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 | $80,271 | $70,428+14.0% | $96,562-16.9% | $85,850-6.5% |
| Participation rate | 56.7% | 61.8%-5.1pp | 69.8%-13.1pp | 69.3%-12.6pp |
| Annual return | 11.58% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $182 | $1,413-87.1% | $2,356-92.3% | $2,565-92.9% |
| Participant deferral / active EE | $2,516 | $2,894-13.1% | $3,849-34.6% | $3,952-36.3% |
| Admin fee / account holder | $6,518 | $4,997+30.4% | $6,181+5.5% | $6,260+4.1% |