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 | $83,026 | $87,733-5.4% | $106,548-22.1% | $85,850-3.3% |
| Participation rate | 68.6% | 71.9%-3.4pp | 76.1%-7.6pp | 69.3%-0.7pp |
| Annual return | 15.56% | 21.86%-6.3pp | 26.80%-11.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $85 | $2,073-95.9% | $2,819-97.0% | $2,565-96.7% |
| Participant deferral / active EE | $1,648 | $3,469-52.5% | $4,398-62.5% | $3,952-58.3% |
| Admin fee / account holder | $1,734 | $6,767-74.4% | $7,407-76.6% | $6,260-72.3% |