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 | $165,857 | $172,111-3.6% | $150,298+10.4% | $137,256+20.8% |
| Participation rate | 15.8% | 81.7%-65.9pp | 77.8%-62.0pp | 80.0%-64.2pp |
| Annual return | 22.68% | 69.37%-46.7pp | 62.79%-40.1pp | 220.34%-197.7pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,564 | $6,166-26.0% | $5,453-16.3% | $6,407-28.8% |
| Admin fee / account holder | $4,721 | $16,471-71.3% | $14,116-66.6% | $12,270-61.5% |