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 6-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 | $37,920 | $118,427-68.0% | $66,042-42.6% | $142,382-73.4% |
| Participation rate | 57.1% | 68.1%-11.0pp | 67.5%-10.4pp | 80.1%-23.0pp |
| Annual return | 18.94% | 35.57%-16.6pp | 52.11%-33.2pp | 217.08%-198.1pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,184 | $4,311-49.3% | $2,835-23.0% | $6,507-66.4% |
| Admin fee / account holder | $5,253 | $9,593-45.2% | $5,747-8.6% | $12,624-58.4% |