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 | $96,424 | $77,314+24.7% | $177,989-45.8% | $80,856+19.3% |
| Participation rate | 65.2% | 65.7%-0.5pp | 77.1%-11.9pp | 67.6%-2.4pp |
| Annual return | 12.05% | 18.09%-6.0pp | 294.48%-282.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $372 | $2,292-83.8% | $3,949-90.6% | $2,755-86.5% |
| Participant deferral / active EE | $4,431 | $4,411+0.5% | $6,276-29.4% | $4,296+3.1% |
| Admin fee / account holder | $1,089 | $7,191-84.9% | $10,363-89.5% | $6,918-84.3% |