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 | $49,485 | $52,580-5.9% | $71,671-31.0% | $70,131-29.4% |
| Participation rate | 62.5% | 60.9%+1.6pp | 68.7%-6.2pp | 69.5%-7.0pp |
| Annual return | 16.88% | 20.25%-3.4pp | 20.65%-3.8pp | 73.14%-56.3pp |
| Employer contribution / active EE | $254 | $1,616-84.3% | $2,460-89.7% | $2,342-89.2% |
| Participant deferral / active EE | $1,916 | $2,386-19.7% | $3,438-44.3% | $3,332-42.5% |
| Admin fee / account holder | $1,458 | $3,653-60.1% | $5,558-73.8% | $4,645-68.6% |