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 | $45,186 | $51,576-12.4% | $129,207-65.0% | $80,856-44.1% |
| Participation rate | 56.7% | 57.0%-0.3pp | 69.6%-12.9pp | 67.6%-10.9pp |
| Annual return | 35.00% | 20.81%+14.2pp | 9417.33%-9382.3pp | 35.59%-0.6pp |
| Employer contribution / active EE | $259 | $1,584-83.6% | $4,153-93.8% | $2,755-90.6% |
| Participant deferral / active EE | $3,075 | $2,669+15.2% | $4,168-26.2% | $4,296-28.4% |
| Admin fee / account holder | $4,758 | $4,305+10.5% | $7,715-38.3% | $6,918-31.2% |