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 | $36,165 | $58,512-38.2% | $84,015-57.0% | $72,985-50.4% |
| Participation rate | 65.3% | 61.2%+4.1pp | 69.0%-3.7pp | 69.5%-4.2pp |
| Annual return | 20.36% | 28.93%-8.6pp | 71.31%-50.9pp | 81.00%-60.6pp |
| Employer contribution / active EE | $197 | $1,163-83.1% | $1,983-90.1% | $2,440-91.9% |
| Participant deferral / active EE | $1,174 | $2,394-51.0% | $3,239-63.8% | $3,607-67.5% |
| Admin fee / account holder | $9,097 | $4,569+99.1% | $6,101+49.1% | $5,124+77.5% |