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 | $97,636 | $66,098+47.7% | $101,794-4.1% | $74,304+31.4% |
| Participation rate | 4.4% | 53.8%-49.3pp | 69.2%-64.7pp | 60.3%-55.9pp |
| Annual return | 14.52% | 19.59%-5.1pp | 30.53%-16.0pp | 29.43%-14.9pp |
| Employer contribution / active EE | $187 | $1,082-82.7% | $2,289-91.8% | $2,241-91.7% |
| Participant deferral / active EE | $2,225 | $2,781-20.0% | $4,084-45.5% | $3,767-40.9% |
| Admin fee / account holder | $19,151 | $4,146+361.9% | $8,777+118.2% | $2,969+545.1% |