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 | $41,675 | $76,407-45.5% | $150,298-72.3% | $82,448-49.5% |
| Participation rate | 22.0% | 66.4%-44.4pp | 77.8%-55.8pp | 68.1%-46.1pp |
| Annual return | 21.69% | 39.99%-18.3pp | 62.79%-41.1pp | 41.64%-19.9pp |
| Employer contribution / active EE | $215 | $2,614-91.8% | $4,154-94.8% | $2,551-91.6% |
| Participant deferral / active EE | $1,496 | $3,214-53.5% | $5,453-72.6% | $4,139-63.9% |
| Admin fee / account holder | $995 | $6,352-84.3% | $14,116-92.9% | $7,234-86.2% |