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 | $43,757 | $78,422-44.2% | $95,952-54.4% | $79,858-45.2% |
| Participation rate | 59.3% | 73.5%-14.2pp | 77.1%-17.8pp | 69.6%-10.4pp |
| Annual return | 13.07% | 19.37%-6.3pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $274 | $1,945-85.9% | $2,541-89.2% | $2,471-88.9% |
| Participant deferral / active EE | $1,960 | $3,440-43.0% | $4,167-53.0% | $3,740-47.6% |
| Admin fee / account holder | $5,802 | $5,622+3.2% | $6,795-14.6% | $5,306+9.3% |