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 | $86,022 | $49,227+74.7% | $70,449+22.1% | $79,858+7.7% |
| Participation rate | 40.0% | 69.2%-29.2pp | 75.1%-35.1pp | 69.6%-29.6pp |
| Annual return | 14.97% | 30.06%-15.1pp | 109.03%-94.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $102 | $2,099-95.1% | $2,737-96.3% | $2,471-95.9% |
| Participant deferral / active EE | $2,475 | $2,768-10.6% | $3,709-33.3% | $3,740-33.8% |
| Admin fee / account holder | $8,571 | $2,878+197.8% | $3,845+122.9% | $5,306+61.5% |