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 | $45,511 | $78,672-42.2% | $109,143-58.3% | $85,850-47.0% |
| Participation rate | 16.7% | 68.3%-51.6pp | 75.9%-59.2pp | 69.3%-52.6pp |
| Annual return | 15.62% | 25.09%-9.5pp | 25.75%-10.1pp | 318.53%-302.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,084 | $3,467-11.1% | $4,653-33.7% | $3,952-22.0% |
| Admin fee / account holder | $7,618 | $5,469+39.3% | $6,752+12.8% | $6,260+21.7% |