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 | $113,570 | $138,562-18.0% | $246,525-53.9% | $116,875-2.8% |
| Participation rate | 53.8% | 72.8%-19.0pp | 82.0%-28.1pp | 74.5%-20.7pp |
| Annual return | 12.95% | 16.14%-3.2pp | 0.46%+12.5pp | 16.29%-3.3pp |
| Employer contribution / active EE | $361 | $4,835-92.5% | $7,467-95.2% | $3,288-89.0% |
| Participant deferral / active EE | $4,087 | $4,207-2.8% | $5,422-24.6% | $3,885+5.2% |
| Admin fee / account holder | $3,415 | $18,110-81.1% | $16,551-79.4% | $12,263-72.2% |