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 | $37,488 | $49,915-24.9% | $154,803-75.8% | $74,304-49.5% |
| Participation rate | 31.8% | 54.0%-22.1pp | 78.1%-46.2pp | 60.3%-28.5pp |
| Annual return | 40.58% | 34.06%+6.5pp | 58.88%-18.3pp | 29.43%+11.2pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,663 | $2,255-26.3% | $5,540-70.0% | $3,767-55.9% |
| Admin fee / account holder | $1,355 | $2,189-38.1% | $14,329-90.5% | $2,969-54.4% |