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 | $29,734 | $45,073-34.0% | $69,455-57.2% | $72,985-59.3% |
| Participation rate | 46.2% | 68.5%-22.3pp | 74.6%-28.4pp | 69.5%-23.2pp |
| Annual return | 17.76% | 22.65%-4.9pp | 28.97%-11.2pp | 81.00%-63.2pp |
| Employer contribution / active EE | $341 | $2,054-83.4% | $2,779-87.7% | $2,440-86.0% |
| Participant deferral / active EE | $1,125 | $2,602-56.8% | $3,535-68.2% | $3,607-68.8% |
| Admin fee / account holder | $5,117 | $3,056+67.5% | $3,839+33.3% | $5,124-0.1% |