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 | $104,051 | $106,515-2.3% | $96,683+7.6% | $139,434-25.4% |
| Participation rate | 54.5% | 77.8%-23.3pp | 74.3%-19.8pp | 80.3%-25.8pp |
| Annual return | 19.54% | 38.43%-18.9pp | 35.69%-16.2pp | 372.94%-353.4pp |
| Employer contribution / active EE | $782 | $4,103-80.9% | $3,737-79.1% | $4,751-83.5% |
| Participant deferral / active EE | $3,641 | $5,454-33.2% | $4,878-25.4% | $6,710-45.7% |
| Admin fee / account holder | $13,867 | $7,877+76.0% | $6,730+106.1% | $11,403+21.6% |