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 | $56,268 | $65,041-13.5% | $90,951-38.1% | $79,858-29.5% |
| Participation rate | 56.6% | 61.6%-5.0pp | 69.0%-12.4pp | 69.6%-13.0pp |
| Annual return | 17.81% | 30.45%-12.6pp | 134.60%-116.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $191 | $1,247-84.7% | $2,122-91.0% | $2,471-92.3% |
| Participant deferral / active EE | $3,210 | $2,512+27.8% | $3,373-4.8% | $3,740-14.2% |
| Admin fee / account holder | $2,334 | $4,536-48.5% | $5,959-60.8% | $5,306-56.0% |