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 | $79,668 | $139,421-42.9% | $239,577-66.7% | $116,462-31.6% |
| Participation rate | 59.8% | 75.0%-15.2pp | 82.1%-22.3pp | 74.7%-14.9pp |
| Annual return | 16.87% | 15.58%+1.3pp | -0.70%+17.6pp | 15.65%+1.2pp |
| Employer contribution / active EE | $389 | $4,487-91.3% | $7,232-94.6% | $3,231-88.0% |
| Participant deferral / active EE | $3,283 | $4,296-23.6% | $5,676-42.2% | $3,836-14.4% |
| Admin fee / account holder | $1,310 | $21,515-93.9% | $19,315-93.2% | $12,754-89.7% |