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 | $36,981 | $58,627-36.9% | $76,735-51.8% | $82,448-55.1% |
| Participation rate | 34.2% | 63.2%-29.0pp | 69.5%-35.3pp | 68.1%-33.8pp |
| Annual return | 14.10% | 39.10%-25.0pp | 29.77%-15.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $73 | $1,729-95.8% | $2,454-97.0% | $2,551-97.2% |
| Participant deferral / active EE | $1,583 | $3,134-49.5% | $4,088-61.3% | $4,139-61.8% |
| Admin fee / account holder | $6,240 | $5,323+17.2% | $7,189-13.2% | $7,234-13.7% |