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 | $46,643 | $87,841-46.9% | $133,980-65.2% | $62,891-25.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 87.1%-20.4pp | 69.3%-2.6pp |
| Annual return | 11.66% | 12.05%-0.4pp | 29.30%-17.6pp | 20.14%-8.5pp |
| Employer contribution / active EE | $703 | $3,483-79.8% | $5,211-86.5% | $2,281-69.2% |
| Participant deferral / active EE | $10,183 | $4,812+111.6% | $6,282+62.1% | $3,203+217.9% |
| Admin fee / account holder | $1,359 | $5,371-74.7% | $9,324-85.4% | $4,296-68.4% |