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 7-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 | $92,440 | $101,724-9.1% | $164,813-43.9% | $80,856+14.3% |
| Participation rate | 58.6% | 71.8%-13.2pp | 78.6%-20.0pp | 67.6%-9.0pp |
| Annual return | 13.97% | 16.72%-2.7pp | 69.93%-56.0pp | 35.59%-21.6pp |
| Employer contribution / active EE | $712 | $2,953-75.9% | $4,341-83.6% | $2,755-74.2% |
| Participant deferral / active EE | $3,824 | $4,477-14.6% | $6,031-36.6% | $4,296-11.0% |
| Admin fee / account holder | $1,969 | $8,227-76.1% | $12,690-84.5% | $6,918-71.5% |