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 | $88,306 | $110,257-19.9% | $96,544-8.5% | $139,434-36.7% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 28.13% | 26.32%+1.8pp | 25.84%+2.3pp | 372.94%-344.8pp |
| Employer contribution / active EE | $605 | $3,620-83.3% | $2,965-79.6% | $4,751-87.3% |
| Participant deferral / active EE | $2,910 | $5,548-47.5% | $4,851-40.0% | $6,710-56.6% |
| Admin fee / account holder | $1,319 | $11,591-88.6% | $8,252-84.0% | $11,403-88.4% |