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 | $48,761 | $87,841-44.5% | $133,980-63.6% | $62,891-22.5% |
| Participation rate | 65.8% | 83.4%-17.6pp | 87.1%-21.3pp | 69.3%-3.5pp |
| Annual return | 7.39% | 12.05%-4.7pp | 29.30%-21.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $100 | $3,483-97.1% | $5,211-98.1% | $2,281-95.6% |
| Participant deferral / active EE | $2,862 | $4,812-40.5% | $6,282-54.4% | $3,203-10.6% |
| Admin fee / account holder | $3,797 | $5,371-29.3% | $9,324-59.3% | $4,296-11.6% |