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 | $83,141 | $86,929-4.4% | $102,423-18.8% | $80,856+2.8% |
| Participation rate | 43.8% | 72.4%-28.6pp | 76.5%-32.7pp | 67.6%-23.9pp |
| Annual return | 11.39% | 18.88%-7.5pp | 29.32%-17.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $451 | $2,369-81.0% | $3,023-85.1% | $2,755-83.6% |
| Participant deferral / active EE | $2,753 | $4,118-33.2% | $5,053-45.5% | $4,296-35.9% |
| Admin fee / account holder | $7,553 | $8,049-6.2% | $9,451-20.1% | $6,918+9.2% |