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 | $96,764 | $95,803+1.0% | $113,168-14.5% | $84,808+14.1% |
| Participation rate | 52.2% | 72.9%-20.6pp | 76.6%-24.3pp | 68.3%-16.1pp |
| Annual return | 12.55% | 25.00%-12.5pp | 24.27%-11.7pp | 40.90%-28.3pp |
| Employer contribution / active EE | $178 | $2,360-92.5% | $2,975-94.0% | $2,631-93.3% |
| Participant deferral / active EE | $2,574 | $4,242-39.3% | $5,107-49.6% | $4,212-38.9% |
| Admin fee / account holder | $4,794 | $8,989-46.7% | $12,068-60.3% | $7,344-34.7% |