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 | $45,320 | $109,413-58.6% | $156,263-71.0% | $84,808-46.6% |
| Participation rate | 56.1% | 72.7%-16.6pp | 78.9%-22.8pp | 68.3%-12.2pp |
| Annual return | 15.85% | 20.18%-4.3pp | 59.47%-43.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $662 | $2,907-77.2% | $4,333-84.7% | $2,631-74.8% |
| Participant deferral / active EE | $2,783 | $4,590-39.4% | $6,158-54.8% | $4,212-33.9% |
| Admin fee / account holder | $1,625 | $9,357-82.6% | $14,255-88.6% | $7,344-77.9% |