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 | $69,959 | $89,355-21.7% | $141,162-50.4% | $72,985-4.1% |
| Participation rate | 62.8% | 75.1%-12.3pp | 82.5%-19.7pp | 69.5%-6.7pp |
| Annual return | 19.46% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $162 | $3,114-94.8% | $4,735-96.6% | $2,440-93.4% |
| Participant deferral / active EE | $6,763 | $5,418+24.8% | $6,709+0.8% | $3,607+87.5% |
| Admin fee / account holder | $5,797 | $5,958-2.7% | $10,261-43.5% | $5,124+13.1% |