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 | $63,167 | $127,386-50.4% | $115,037-45.1% | $125,391-49.6% |
| Participation rate | 61.9% | 84.2%-22.3pp | 81.4%-19.5pp | 83.2%-21.3pp |
| Annual return | -2.24% | 31.28%-33.5pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $728 | $5,166-85.9% | $4,608-84.2% | $4,866-85.0% |
| Participant deferral / active EE | $2,912 | $6,423-54.7% | $6,026-51.7% | $5,352-45.6% |
| Admin fee / account holder | $1,136 | $9,516-88.1% | $8,175-86.1% | $9,540-88.1% |