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 | $75,666 | $55,706+35.8% | $75,886-0.3% | $72,985+3.7% |
| Participation rate | 63.2% | 61.1%+2.1pp | 69.3%-6.0pp | 69.5%-6.3pp |
| Annual return | 25.37% | 27.59%-2.2pp | 30.76%-5.4pp | 81.00%-55.6pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,999 | $2,634+13.9% | $3,603-16.8% | $3,607-16.9% |
| Admin fee / account holder | $368 | $3,978-90.7% | $5,418-93.2% | $5,124-92.8% |