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 5-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 | $44,670 | $148,534-69.9% | $135,903-67.1% | $139,434-68.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 18.39% | 79.19%-60.8pp | 68.23%-49.8pp | 372.94%-354.6pp |
| Employer contribution / active EE | $826 | $5,243-84.2% | $4,856-83.0% | $4,751-82.6% |
| Participant deferral / active EE | $6,245 | $8,100-22.9% | $7,758-19.5% | $6,710-6.9% |
| Admin fee / account holder | $3,284 | $12,400-73.5% | $10,762-69.5% | $11,403-71.2% |