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 | $87,102 | $162,781-46.5% | $133,956-35.0% | $158,922-45.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 33.72% | 41.94%-8.2pp | 45.09%-11.4pp | 302.83%-269.1pp |
| Employer contribution / active EE | $561 | $4,975-88.7% | $3,919-85.7% | $4,761-88.2% |
| Participant deferral / active EE | $5,920 | $5,911+0.2% | $5,048+17.3% | $5,982-1.0% |
| Admin fee / account holder | $2,860 | $11,736-75.6% | $8,927-68.0% | $11,246-74.6% |