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 | $43,714 | $136,307-67.9% | $106,619-59.0% | $273,961-84.0% |
| Participation rate | 69.2% | 84.8%-15.5pp | 78.0%-8.8pp | 83.0%-13.8pp |
| Annual return | 8.38% | 11.05%-2.7pp | 9.42%-1.0pp | 41.45%-33.1pp |
| Employer contribution / active EE | $797 | $5,190-84.7% | $3,947-79.8% | $4,869-83.6% |
| Participant deferral / active EE | $1,619 | $4,969-67.4% | $3,930-58.8% | $5,287-69.4% |
| Admin fee / account holder | $4,333 | $8,625-49.8% | $6,418-32.5% | $10,132-57.2% |