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 | $57,884 | $52,580+10.1% | $71,671-19.2% | $70,131-17.5% |
| Participation rate | 23.3% | 60.9%-37.5pp | 68.7%-45.4pp | 69.5%-46.2pp |
| Annual return | 27.18% | 20.25%+6.9pp | 20.65%+6.5pp | 73.14%-46.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,160 | $2,386-9.5% | $3,438-37.2% | $3,332-35.2% |
| Admin fee / account holder | $1,817 | $3,653-50.3% | $5,558-67.3% | $4,645-60.9% |