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 | $47,688 | $63,861-25.3% | $104,607-54.4% | $79,858-40.3% |
| Participation rate | 65.4% | 64.9%+0.5pp | 74.1%-8.7pp | 69.6%-4.2pp |
| Annual return | 23.68% | 21.30%+2.4pp | 340.46%-316.8pp | 31.71%-8.0pp |
| Employer contribution / active EE | $206 | $1,588-87.0% | $2,681-92.3% | $2,471-91.7% |
| Participant deferral / active EE | $2,281 | $2,693-15.3% | $3,740-39.0% | $3,740-39.0% |
| Admin fee / account holder | $328 | $4,185-92.2% | $6,473-94.9% | $5,306-93.8% |