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 9-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 | $33,545 | $63,346-47.0% | $92,233-63.6% | $70,131-52.2% |
| Participation rate | 41.9% | 68.7%-26.8pp | 76.5%-34.6pp | 69.5%-27.7pp |
| Annual return | 12.81% | 530.12%-517.3pp | 176.28%-163.5pp | 73.14%-60.3pp |
| Employer contribution / active EE | $387 | $2,471-84.4% | $3,679-89.5% | $2,342-83.5% |
| Participant deferral / active EE | $2,456 | $2,854-13.9% | $3,897-37.0% | $3,332-26.3% |
| Admin fee / account holder | $3,644 | $3,840-5.1% | $5,194-29.8% | $4,645-21.6% |