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 | $27,541 | $52,580-47.6% | $71,671-61.6% | $70,131-60.7% |
| Participation rate | 64.3% | 60.9%+3.4pp | 68.7%-4.5pp | 69.5%-5.3pp |
| Annual return | 16.58% | 20.25%-3.7pp | 20.65%-4.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $197 | $1,616-87.8% | $2,460-92.0% | $2,342-91.6% |
| Participant deferral / active EE | $1,402 | $2,386-41.2% | $3,438-59.2% | $3,332-57.9% |
| Admin fee / account holder | $2,366 | $3,653-35.2% | $5,558-57.4% | $4,645-49.1% |