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 | $59,329 | $61,774-4.0% | $97,226-39.0% | $80,856-26.6% |
| Participation rate | 62.0% | 63.5%-1.5pp | 72.7%-10.7pp | 67.6%-5.7pp |
| Annual return | 14.79% | -557.90%+572.7pp | 75.13%-60.3pp | 35.59%-20.8pp |
| Employer contribution / active EE | $306 | $1,837-83.3% | $2,729-88.8% | $2,755-88.9% |
| Participant deferral / active EE | $3,329 | $3,029+9.9% | $4,264-21.9% | $4,296-22.5% |
| Admin fee / account holder | $5,705 | $5,166+10.4% | $5,654+0.9% | $6,918-17.5% |