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 | $94,780 | $80,968+17.1% | $96,544-1.8% | $75,163+26.1% |
| Participation rate | 55.9% | 71.8%-15.9pp | 76.0%-20.1pp | 67.2%-11.3pp |
| Annual return | 20.49% | 27.06%-6.6pp | 25.84%-5.3pp | 160.62%-140.1pp |
| Employer contribution / active EE | $438 | $2,282-80.8% | $2,965-85.2% | $2,670-83.6% |
| Participant deferral / active EE | $3,625 | $3,928-7.7% | $4,851-25.3% | $4,125-12.1% |
| Admin fee / account holder | $1,069 | $6,724-84.1% | $8,252-87.0% | $5,651-81.1% |