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 | $26,054 | $47,848-45.5% | $81,478-68.0% | $70,131-62.8% |
| Participation rate | 59.4% | 58.3%+1.1pp | 68.0%-8.6pp | 69.5%-10.2pp |
| Annual return | 13.86% | 27.25%-13.4pp | 38.78%-24.9pp | 73.14%-59.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,155 | $2,453-12.2% | $3,537-39.1% | $3,332-35.3% |
| Admin fee / account holder | $314 | $3,145-90.0% | $4,561-93.1% | $4,645-93.2% |