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 | $89,846 | $162,781-44.8% | $133,956-32.9% | $158,922-43.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 19.89% | 41.94%-22.1pp | 45.09%-25.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $526 | $4,975-89.4% | $3,919-86.6% | $4,761-89.0% |
| Participant deferral / active EE | $2,905 | $5,911-50.9% | $5,048-42.4% | $5,982-51.4% |
| Admin fee / account holder | $987 | $11,736-91.6% | $8,927-88.9% | $11,246-91.2% |