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 | $65,771 | $70,428-6.6% | $96,562-31.9% | $85,850-23.4% |
| Participation rate | 60.0% | 61.8%-1.8pp | 69.8%-9.8pp | 69.3%-9.3pp |
| Annual return | 17.50% | 18.59%-1.1pp | 37.78%-20.3pp | 318.53%-301.0pp |
| Employer contribution / active EE | $227 | $1,413-84.0% | $2,356-90.4% | $2,565-91.2% |
| Participant deferral / active EE | $4,043 | $2,894+39.7% | $3,849+5.0% | $3,952+2.3% |
| Admin fee / account holder | $1,855 | $4,997-62.9% | $6,181-70.0% | $6,260-70.4% |