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 | $74,397 | $93,571-20.5% | $135,903-45.3% | $75,163-1.0% |
| Participation rate | 64.6% | 75.2%-10.6pp | 81.9%-17.3pp | 67.2%-2.6pp |
| Annual return | 20.24% | 30.90%-10.7pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $12,851 | $6,404+100.7% | $7,758+65.7% | $4,125+211.5% |
| Admin fee / account holder | $2,776 | $6,975-60.2% | $10,762-74.2% | $5,651-50.9% |