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 | $44,578 | $91,190-51.1% | $178,490-75.0% | $79,858-44.2% |
| Participation rate | 67.6% | 69.2%-1.6pp | 81.9%-14.3pp | 69.6%-2.0pp |
| Annual return | 16.17% | 24.19%-8.0pp | 151.07%-134.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $220 | $3,256-93.3% | $5,011-95.6% | $2,471-91.1% |
| Participant deferral / active EE | $1,779 | $3,236-45.0% | $5,202-65.8% | $3,740-52.4% |
| Admin fee / account holder | $2,702 | $6,751-60.0% | $13,984-80.7% | $5,306-49.1% |