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 | $34,494 | $70,532-51.1% | $68,948-50.0% | $137,256-74.9% |
| Participation rate | 23.1% | 81.0%-57.9pp | 79.2%-56.1pp | 80.0%-56.9pp |
| Annual return | 18.21% | 32.56%-14.3pp | 28.39%-10.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $4,165-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,801 | $6,773-58.6% | $6,186-54.7% | $6,407-56.3% |
| Admin fee / account holder | $3,770 | $7,916-52.4% | $7,539-50.0% | $12,270-69.3% |