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 | $41,172 | $57,354-28.2% | $83,848-50.9% | $64,186-35.9% |
| Participation rate | 68.4% | 68.6%-0.2pp | 76.1%-7.7pp | 69.6%-1.1pp |
| Annual return | 5.51% | 11.38%-5.9pp | 850.88%-845.4pp | 7.63%-2.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,576 | $2,993-47.3% | $4,082-61.4% | $3,470-54.6% |
| Admin fee / account holder | $3,756 | $4,046-7.2% | $5,478-31.4% | $4,888-23.2% |