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 | $84,310 | $72,492+16.3% | $87,100-3.2% | $72,985+15.5% |
| Participation rate | 62.7% | 72.8%-10.1pp | 76.9%-14.1pp | 69.5%-6.7pp |
| Annual return | 23.92% | 24.46%-0.5pp | 28.19%-4.3pp | 81.00%-57.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,199 | $3,270-32.7% | $4,049-45.7% | $3,607-39.0% |
| Admin fee / account holder | $5,751 | $5,055+13.8% | $7,497-23.3% | $5,124+12.2% |