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 | $78,545 | $71,050+10.5% | $93,606-16.1% | $80,856-2.9% |
| Participation rate | 53.8% | 60.4%-6.6pp | 68.7%-14.9pp | 67.6%-13.8pp |
| Annual return | 14.19% | 11.26%+2.9pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $200 | $1,564-87.2% | $2,420-91.7% | $2,755-92.7% |
| Participant deferral / active EE | $3,500 | $4,034-13.2% | $4,411-20.7% | $4,296-18.5% |
| Admin fee / account holder | $1,020 | $6,945-85.3% | $8,285-87.7% | $6,918-85.2% |