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 | $57,986 | $49,025+18.3% | $87,507-33.7% | $62,891-7.8% |
| Participation rate | 18.8% | 64.9%-46.1pp | 73.8%-55.1pp | 69.3%-50.6pp |
| Annual return | 6.71% | 10.02%-3.3pp | 12.21%-5.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $199 | $1,372-85.5% | $2,550-92.2% | $2,281-91.3% |
| Participant deferral / active EE | $1,750 | $2,289-23.5% | $3,149-44.4% | $3,203-45.4% |
| Admin fee / account holder | $508 | $4,065-87.5% | $4,221-88.0% | $4,296-88.2% |