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 | $73,853 | $55,706+32.6% | $75,886-2.7% | $72,985+1.2% |
| Participation rate | 34.6% | 61.1%-26.5pp | 69.3%-34.7pp | 69.5%-34.9pp |
| Annual return | 19.44% | 27.59%-8.2pp | 30.76%-11.3pp | 81.00%-61.6pp |
| Employer contribution / active EE | $130 | $1,687-92.3% | $2,500-94.8% | $2,440-94.7% |
| Participant deferral / active EE | $1,399 | $2,634-46.9% | $3,603-61.2% | $3,607-61.2% |
| Admin fee / account holder | $8,231 | $3,978+106.9% | $5,418+51.9% | $5,124+60.6% |