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 | $76,379 | $115,708-34.0% | $65,255+17.0% | $139,434-45.2% |
| Participation rate | 62.5% | 67.8%-5.3pp | 65.0%-2.5pp | 80.3%-17.8pp |
| Annual return | 18.80% | 31.19%-12.4pp | 47.35%-28.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $106 | $2,599-95.9% | $1,691-93.8% | $4,751-97.8% |
| Participant deferral / active EE | $2,775 | $4,240-34.5% | $2,831-2.0% | $6,710-58.6% |
| Admin fee / account holder | $1,441 | $6,698-78.5% | $4,112-65.0% | $11,403-87.4% |