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 | $70,739 | $65,365+8.2% | $92,893-23.8% | $72,985-3.1% |
| Participation rate | 11.5% | 68.3%-56.8pp | 76.0%-64.5pp | 69.5%-57.9pp |
| Annual return | 17.50% | 42.10%-24.6pp | 109.41%-91.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $551 | $2,594-78.8% | $3,653-84.9% | $2,440-77.4% |
| Participant deferral / active EE | $2,264 | $3,128-27.6% | $4,236-46.5% | $3,607-37.2% |
| Admin fee / account holder | $994 | $4,251-76.6% | $5,794-82.8% | $5,124-80.6% |