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 | $63,281 | $115,882-45.4% | $100,516-37.0% | $158,922-60.2% |
| Participation rate | 54.2% | 81.6%-27.4pp | 79.4%-25.2pp | 82.0%-27.8pp |
| Annual return | 10.15% | 34.79%-24.6pp | 30.89%-20.7pp | 302.83%-292.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,136 | $6,674-68.0% | $6,270-65.9% | $5,982-64.3% |
| Admin fee / account holder | $4,689 | $10,995-57.4% | $8,081-42.0% | $11,246-58.3% |