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 | $48,708 | $99,341-51.0% | $84,750-42.5% | $273,961-82.2% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 12.39% | 22.93%-10.5pp | 22.78%-10.4pp | 41.45%-29.1pp |
| Employer contribution / active EE | $264 | $4,214-93.7% | $3,574-92.6% | $4,869-94.6% |
| Participant deferral / active EE | $2,261 | $4,269-47.0% | $3,712-39.1% | $5,287-57.2% |
| Admin fee / account holder | $3,663 | $6,644-44.9% | $5,332-31.3% | $10,132-63.8% |