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 | $101,147 | $98,750+2.4% | $149,696-32.4% | $79,858+26.7% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.5%-24.8pp | 69.6%-11.9pp |
| Annual return | 13.46% | 27.43%-14.0pp | 276.60%-263.1pp | 31.71%-18.3pp |
| Employer contribution / active EE | $297 | $3,216-90.8% | $4,644-93.6% | $2,471-88.0% |
| Participant deferral / active EE | $2,423 | $5,680-57.3% | $6,842-64.6% | $3,740-35.2% |
| Admin fee / account holder | $2,048 | $6,053-66.2% | $9,309-78.0% | $5,306-61.4% |