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 8-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 | $62,517 | $77,314-19.1% | $177,989-64.9% | $80,856-22.7% |
| Participation rate | 25.7% | 65.7%-40.0pp | 77.1%-51.4pp | 67.6%-41.9pp |
| Annual return | 11.05% | 18.09%-7.0pp | 294.48%-283.4pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,010 | $4,411-54.4% | $6,276-68.0% | $4,296-53.2% |
| Admin fee / account holder | $5,750 | $7,191-20.0% | $10,363-44.5% | $6,918-16.9% |