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 | $38,741 | $201,259-80.8% | $184,200-79.0% | $145,959-73.5% |
| Participation rate | 68.8% | 87.5%-18.8pp | 86.8%-18.1pp | 80.3%-11.5pp |
| Annual return | 10.65% | 28.98%-18.3pp | 28.80%-18.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $0 | $7,018-100.0% | $6,424-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,554 | $9,806-33.2% | $9,132-28.2% | $6,689-2.0% |
| Admin fee / account holder | $372 | $16,372-97.7% | $13,907-97.3% | $13,398-97.2% |