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 | $85,944 | $78,672+9.2% | $109,143-21.3% | $85,850+0.1% |
| Participation rate | 36.2% | 68.3%-32.1pp | 75.9%-39.7pp | 69.3%-33.1pp |
| Annual return | 11.58% | 25.09%-13.5pp | 25.75%-14.2pp | 318.53%-307.0pp |
| Employer contribution / active EE | $269 | $2,735-90.2% | $3,722-92.8% | $2,565-89.5% |
| Participant deferral / active EE | $2,031 | $3,467-41.4% | $4,653-56.4% | $3,952-48.6% |
| Admin fee / account holder | $4,999 | $5,469-8.6% | $6,752-26.0% | $6,260-20.1% |