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 | $119,300 | $115,882+2.9% | $100,516+18.7% | $158,922-24.9% |
| Participation rate | 36.4% | 81.6%-45.2pp | 79.4%-43.0pp | 82.0%-45.6pp |
| Annual return | 20.01% | 34.79%-14.8pp | 30.89%-10.9pp | 302.83%-282.8pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,561 | $6,674-46.6% | $6,270-43.2% | $5,982-40.5% |
| Admin fee / account holder | $525 | $10,995-95.2% | $8,081-93.5% | $11,246-95.3% |