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 | $62,518 | $111,301-43.8% | $112,977-44.7% | $158,922-60.7% |
| Participation rate | 60.0% | 83.5%-23.5pp | 82.6%-22.6pp | 82.0%-22.0pp |
| Annual return | 13.91% | 26.40%-12.5pp | 24.24%-10.3pp | 302.83%-288.9pp |
| Employer contribution / active EE | $223 | $4,471-95.0% | $4,255-94.8% | $4,761-95.3% |
| Participant deferral / active EE | $2,353 | $5,880-60.0% | $5,836-59.7% | $5,982-60.7% |
| Admin fee / account holder | $2,253 | $8,392-73.1% | $6,294-64.2% | $11,246-80.0% |