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 | $34,745 | $52,884-34.3% | $84,750-59.0% | $55,167-37.0% |
| Participation rate | 35.6% | 67.5%-31.9pp | 76.6%-41.0pp | 69.0%-33.4pp |
| Annual return | 7.69% | 18.03%-10.3pp | 22.78%-15.1pp | 169.23%-161.5pp |
| Employer contribution / active EE | $268 | $2,233-88.0% | $3,574-92.5% | $1,963-86.4% |
| Participant deferral / active EE | $1,503 | $2,644-43.1% | $3,712-59.5% | $3,054-50.8% |
| Admin fee / account holder | $1,725 | $581+197.1% | $5,332-67.6% | $504+242.4% |