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 | $57,339 | $47,848+19.8% | $81,478-29.6% | $70,131-18.2% |
| Participation rate | 65.8% | 58.3%+7.5pp | 68.0%-2.2pp | 69.5%-3.8pp |
| Annual return | 17.37% | 27.25%-9.9pp | 38.78%-21.4pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,590 | $2,453+5.6% | $3,537-26.8% | $3,332-22.3% |
| Admin fee / account holder | $2,878 | $3,145-8.5% | $4,561-36.9% | $4,645-38.1% |