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 | $61,913 | $51,638+19.9% | $68,368-9.4% | $82,448-24.9% |
| Participation rate | 64.2% | 63.6%+0.5pp | 73.8%-9.6pp | 68.1%-3.9pp |
| Annual return | 17.02% | 37.53%-20.5pp | 292.57%-275.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $197 | $2,047-90.4% | $2,649-92.6% | $2,551-92.3% |
| Participant deferral / active EE | $3,910 | $2,914+34.2% | $4,123-5.2% | $4,139-5.6% |
| Admin fee / account holder | $1,691 | $4,643-63.6% | $5,150-67.2% | $7,234-76.6% |