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 | $63,717 | $214,378-70.3% | $200,582-68.2% | $142,382-55.2% |
| Participation rate | 57.1% | 87.4%-30.3pp | 86.9%-29.7pp | 80.1%-23.0pp |
| Annual return | 14.67% | 46.41%-31.7pp | 42.33%-27.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,196 | $6,841-82.5% | $6,419-81.4% | $4,299-72.2% |
| Participant deferral / active EE | $5,228 | $9,865-47.0% | $9,331-44.0% | $6,507-19.7% |
| Admin fee / account holder | $12,043 | $17,692-31.9% | $16,305-26.1% | $12,624-4.6% |