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 | $30,575 | $62,586-51.1% | $76,768-60.2% | $64,186-52.4% |
| Participation rate | 69.0% | 72.8%-3.8pp | 77.0%-7.9pp | 69.6%-0.6pp |
| Annual return | 9.19% | -1.95%+11.1pp | 2.43%+6.8pp | 7.63%+1.6pp |
| Employer contribution / active EE | $412 | $1,832-77.5% | $2,485-83.4% | $2,381-82.7% |
| Participant deferral / active EE | $1,623 | $3,145-48.4% | $3,852-57.9% | $3,470-53.2% |
| Admin fee / account holder | $3,646 | $4,667-21.9% | $6,675-45.4% | $4,888-25.4% |