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 | $89,628 | $140,940-36.4% | $112,229-20.1% | $139,434-35.7% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 9.96% | 32.71%-22.7pp | 30.20%-20.2pp | 372.94%-363.0pp |
| Employer contribution / active EE | $427 | $4,283-90.0% | $3,430-87.5% | $4,751-91.0% |
| Participant deferral / active EE | $5,422 | $5,874-7.7% | $4,798+13.0% | $6,710-19.2% |
| Admin fee / account holder | $3,952 | $9,954-60.3% | $7,748-49.0% | $11,403-65.3% |