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 | $98,243 | $101,724-3.4% | $164,813-40.4% | $80,856+21.5% |
| Participation rate | 67.6% | 71.8%-4.2pp | 78.6%-11.0pp | 67.6%0pp |
| Annual return | 11.47% | 16.72%-5.2pp | 69.93%-58.5pp | 35.59%-24.1pp |
| Employer contribution / active EE | $294 | $2,953-90.0% | $4,341-93.2% | $2,755-89.3% |
| Participant deferral / active EE | $6,323 | $4,477+41.2% | $6,031+4.8% | $4,296+47.2% |
| Admin fee / account holder | $6,342 | $8,227-22.9% | $12,690-50.0% | $6,918-8.3% |