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 | $86,663 | $99,985-13.3% | $146,665-40.9% | $85,850+0.9% |
| Participation rate | 57.1% | 73.1%-15.9pp | 80.1%-22.9pp | 69.3%-12.2pp |
| Annual return | 14.47% | 18.93%-4.5pp | 22.74%-8.3pp | 318.53%-304.1pp |
| Employer contribution / active EE | $428 | $2,559-83.3% | $4,136-89.6% | $2,565-83.3% |
| Participant deferral / active EE | $1,873 | $4,006-53.2% | $5,506-66.0% | $3,952-52.6% |
| Admin fee / account holder | $4,572 | $7,702-40.6% | $10,280-55.5% | $6,260-27.0% |