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 | $89,482 | $91,552-2.3% | $133,956-33.2% | $79,858+12.1% |
| Participation rate | 68.8% | 73.3%-4.6pp | 79.8%-11.1pp | 69.6%-0.9pp |
| Annual return | 11.24% | 61.85%-50.6pp | 45.09%-33.8pp | 31.71%-20.5pp |
| Employer contribution / active EE | $377 | $2,384-84.2% | $3,919-90.4% | $2,471-84.7% |
| Participant deferral / active EE | $5,102 | $3,733+36.6% | $5,048+1.1% | $3,740+36.4% |
| Admin fee / account holder | $2,397 | $6,321-62.1% | $8,927-73.2% | $5,306-54.8% |