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 | $101,093 | $86,929+16.3% | $102,423-1.3% | $80,856+25.0% |
| Participation rate | 62.8% | 72.4%-9.6pp | 76.5%-13.7pp | 67.6%-4.8pp |
| Annual return | 18.81% | 18.88%-0.1pp | 29.32%-10.5pp | 35.59%-16.8pp |
| Employer contribution / active EE | $484 | $2,369-79.6% | $3,023-84.0% | $2,755-82.4% |
| Participant deferral / active EE | $4,132 | $4,118+0.3% | $5,053-18.2% | $4,296-3.8% |
| Admin fee / account holder | $8,413 | $8,049+4.5% | $9,451-11.0% | $6,918+21.6% |