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 | $118,120 | $154,117-23.4% | $129,995-9.1% | $139,434-15.3% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.5%-38.5pp | 80.3%-40.3pp |
| Annual return | 19.19% | 32.48%-13.3pp | -137.18%+156.4pp | 372.94%-353.8pp |
| Employer contribution / active EE | $624 | $5,289-88.2% | $4,320-85.6% | $4,751-86.9% |
| Participant deferral / active EE | $3,380 | $6,710-49.6% | $5,820-41.9% | $6,710-49.6% |
| Admin fee / account holder | $931 | $14,007-93.4% | $10,614-91.2% | $11,403-91.8% |