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 | $76,487 | $133,922-42.9% | $116,228-34.2% | $142,382-46.3% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.6%-34.6pp | 80.1%-40.1pp |
| Annual return | 16.06% | 147.76%-131.7pp | 90.06%-74.0pp | 217.08%-201.0pp |
| Employer contribution / active EE | $548 | $3,446-84.1% | $2,994-81.7% | $4,299-87.3% |
| Participant deferral / active EE | $2,649 | $5,672-53.3% | $4,953-46.5% | $6,507-59.3% |
| Admin fee / account holder | $9,667 | $14,945-35.3% | $11,989-19.4% | $12,624-23.4% |