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 | $51,256 | $91,190-43.8% | $178,490-71.3% | $79,858-35.8% |
| Participation rate | 43.0% | 69.2%-26.2pp | 81.9%-38.9pp | 69.6%-26.6pp |
| Annual return | 21.34% | 24.19%-2.9pp | 151.07%-129.7pp | 31.71%-10.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,763 | $3,236-45.5% | $5,202-66.1% | $3,740-52.9% |
| Admin fee / account holder | $5,479 | $6,751-18.8% | $13,984-60.8% | $5,306+3.2% |