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 | $74,053 | $64,348+15.1% | $90,160-17.9% | $70,131+5.6% |
| Participation rate | 34.3% | 70.4%-36.2pp | 76.9%-42.6pp | 69.5%-35.3pp |
| Annual return | 18.79% | 28.13%-9.3pp | 34.88%-16.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,629 | $4,389-17.3% | $5,288-31.4% | $3,332+8.9% |
| Admin fee / account holder | $2,450 | $3,944-37.9% | $5,943-58.8% | $4,645-47.3% |