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 | $65,136 | $55,706+16.9% | $75,886-14.2% | $72,985-10.8% |
| Participation rate | 52.4% | 61.1%-8.7pp | 69.3%-16.9pp | 69.5%-17.1pp |
| Annual return | 18.46% | 27.59%-9.1pp | 30.76%-12.3pp | 81.00%-62.5pp |
| Employer contribution / active EE | $281 | $1,687-83.4% | $2,500-88.8% | $2,440-88.5% |
| Participant deferral / active EE | $2,247 | $2,634-14.7% | $3,603-37.6% | $3,607-37.7% |
| Admin fee / account holder | $11,304 | $3,978+184.1% | $5,418+108.6% | $5,124+120.6% |