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 7-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 | $54,979 | $51,175+7.4% | $70,515-22.0% | $75,163-26.9% |
| Participation rate | 11.5% | 60.9%-49.4pp | 68.3%-56.8pp | 67.2%-55.7pp |
| Annual return | 18.86% | 30.02%-11.2pp | 32.77%-13.9pp | 160.62%-141.8pp |
| Employer contribution / active EE | $165 | $1,826-91.0% | $2,973-94.5% | $2,670-93.8% |
| Participant deferral / active EE | $1,282 | $2,849-55.0% | $4,567-71.9% | $4,125-68.9% |
| Admin fee / account holder | $2,334 | $4,091-42.9% | $6,412-63.6% | $5,651-58.7% |