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 | $14,640 | $87,166-83.2% | $76,735-80.9% | $137,256-89.3% |
| Participation rate | 65.2% | 74.4%-9.1pp | 69.5%-4.3pp | 80.0%-14.7pp |
| Annual return | 15.14% | 26.50%-11.4pp | 29.77%-14.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $422 | $2,904-85.5% | $2,454-82.8% | $4,156-89.8% |
| Participant deferral / active EE | $1,558 | $4,726-67.0% | $4,088-61.9% | $6,407-75.7% |
| Admin fee / account holder | $779 | $8,403-90.7% | $7,189-89.2% | $12,270-93.7% |