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 6-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 | $43,383 | $138,347-68.6% | $184,203-76.4% | $80,856-46.3% |
| Participation rate | 67.9% | 83.9%-15.9pp | 86.8%-18.9pp | 67.6%+0.3pp |
| Annual return | 58.77% | 20.02%+38.8pp | 28.81%+30.0pp | 35.59%+23.2pp |
| Employer contribution / active EE | $1,268 | $4,850-73.9% | $6,427-80.3% | $2,755-54.0% |
| Participant deferral / active EE | $8,741 | $7,071+23.6% | $9,131-4.3% | $4,296+103.5% |
| Admin fee / account holder | $750 | $10,483-92.8% | $13,901-94.6% | $6,918-89.2% |