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 | $74,870 | $65,041+15.1% | $90,951-17.7% | $79,858-6.2% |
| Participation rate | 47.1% | 61.6%-14.5pp | 69.0%-22.0pp | 69.6%-22.6pp |
| Annual return | 15.65% | 30.45%-14.8pp | 134.60%-119.0pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,433 | $2,512-42.9% | $3,373-57.5% | $3,740-61.7% |
| Admin fee / account holder | $2,446 | $4,536-46.1% | $5,959-59.0% | $5,306-53.9% |