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 | $83,277 | $146,267-43.1% | $197,124-57.8% | $82,448+1.0% |
| Participation rate | 58.6% | 84.0%-25.4pp | 86.7%-28.1pp | 68.1%-9.5pp |
| Annual return | 17.31% | 29.61%-12.3pp | 44.34%-27.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,485 | $4,723-68.6% | $6,227-76.2% | $2,551-41.8% |
| Participant deferral / active EE | $5,633 | $7,035-19.9% | $9,135-38.3% | $4,139+36.1% |
| Admin fee / account holder | $6,465 | $14,422-55.2% | $16,298-60.3% | $7,234-10.6% |