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 | $87,542 | $72,277+21.1% | $101,248-13.5% | $79,858+9.6% |
| Participation rate | 62.8% | 68.5%-5.7pp | 75.8%-13.0pp | 69.6%-6.8pp |
| Annual return | 13.20% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $514 | $2,692-80.9% | $3,660-86.0% | $2,471-79.2% |
| Participant deferral / active EE | $2,055 | $3,282-37.4% | $4,370-53.0% | $3,740-45.0% |
| Admin fee / account holder | $1,471 | $4,400-66.6% | $5,945-75.3% | $5,306-72.3% |