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 8-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 | $61,280 | $92,222-33.6% | $76,768-20.2% | $135,375-54.7% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | 6.28% | 5.46%+0.8pp | 2.43%+3.9pp | 519.73%-513.5pp |
| Employer contribution / active EE | $319 | $3,216-90.1% | $2,485-87.2% | $4,779-93.3% |
| Participant deferral / active EE | $1,420 | $4,509-68.5% | $3,852-63.1% | $5,609-74.7% |
| Admin fee / account holder | $2,249 | $10,748-79.1% | $6,675-66.3% | $10,827-79.2% |