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 | $63,584 | $91,037-30.2% | $71,671-11.3% | $147,584-56.9% |
| Participation rate | 61.1% | 76.1%-15.0pp | 68.7%-7.6pp | 82.8%-21.7pp |
| Annual return | 13.69% | 20.48%-6.8pp | 20.65%-7.0pp | 578.55%-564.9pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,263 | $4,498-71.9% | $3,438-63.3% | $5,439-76.8% |
| Admin fee / account holder | $8,860 | $8,613+2.9% | $5,558+59.4% | $10,885-18.6% |