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 | $137,477 | $84,233+63.2% | $170,442-19.3% | $70,131+96.0% |
| Participation rate | 66.7% | 70.8%-4.2pp | 83.6%-16.9pp | 69.5%-2.9pp |
| Annual return | 13.83% | 23.06%-9.2pp | 205.93%-192.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $48 | $3,387-98.6% | $5,433-99.1% | $2,342-98.0% |
| Participant deferral / active EE | $2,311 | $3,086-25.1% | $4,939-53.2% | $3,332-30.6% |
| Admin fee / account holder | $3,385 | $5,698-40.6% | $13,880-75.6% | $4,645-27.1% |