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 | $32,065 | $73,933-56.6% | $96,683-66.8% | $75,163-57.3% |
| Participation rate | 64.8% | 66.4%-1.6pp | 74.3%-9.5pp | 67.2%-2.4pp |
| Annual return | 27.23% | 26.70%+0.5pp | 35.69%-8.5pp | 160.62%-133.4pp |
| Employer contribution / active EE | $573 | $2,928-80.4% | $3,737-84.7% | $2,670-78.5% |
| Participant deferral / active EE | $2,517 | $3,659-31.2% | $4,878-48.4% | $4,125-39.0% |
| Admin fee / account holder | $1,913 | $5,216-63.3% | $6,730-71.6% | $5,651-66.2% |