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 | $77,325 | $95,416-19.0% | $185,823-58.4% | $85,850-9.9% |
| Participation rate | 40.7% | 68.8%-28.0pp | 81.7%-41.0pp | 69.3%-28.6pp |
| Annual return | 16.04% | 23.59%-7.5pp | 122.05%-106.0pp | 318.53%-302.5pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,028 | $3,423-11.5% | $5,568-45.6% | $3,952-23.4% |
| Admin fee / account holder | $10,418 | $7,213+44.4% | $16,237-35.8% | $6,260+66.4% |