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 | $76,813 | $98,240-21.8% | $82,313-6.7% | $147,584-48.0% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 14.64% | 30.85%-16.2pp | 25.88%-11.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $438 | $3,192-86.3% | $2,428-82.0% | $4,876-91.0% |
| Participant deferral / active EE | $2,039 | $4,383-53.5% | $3,706-45.0% | $5,439-62.5% |
| Admin fee / account holder | $12,383 | $8,563+44.6% | $5,608+120.8% | $10,885+13.8% |