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 7-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 | $43,754 | $72,277-39.5% | $101,248-56.8% | $79,858-45.2% |
| Participation rate | 58.7% | 68.5%-9.8pp | 75.8%-17.1pp | 69.6%-10.9pp |
| Annual return | 10.71% | 22.30%-11.6pp | 46.47%-35.8pp | 31.71%-21.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,232 | $3,282-32.0% | $4,370-48.9% | $3,740-40.3% |
| Admin fee / account holder | $2,283 | $4,400-48.1% | $5,945-61.6% | $5,306-57.0% |