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 | $86,409 | $82,882+4.3% | $127,761-32.4% | $72,985+18.4% |
| Participation rate | 50.0% | 71.5%-21.5pp | 79.0%-29.0pp | 69.5%-19.5pp |
| Annual return | 20.29% | 32.20%-11.9pp | 26.14%-5.8pp | 81.00%-60.7pp |
| Employer contribution / active EE | $792 | $3,346-76.3% | $4,574-82.7% | $2,440-67.6% |
| Participant deferral / active EE | $2,188 | $4,791-54.3% | $6,021-63.7% | $3,607-39.3% |
| Admin fee / account holder | $6,265 | $6,487-3.4% | $9,395-33.3% | $5,124+22.3% |