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 | $24,568 | $58,851-58.3% | $115,157-78.7% | $72,985-66.3% |
| Participation rate | 25.7% | 65.5%-39.8pp | 75.9%-50.2pp | 69.5%-43.8pp |
| Annual return | 23.29% | 23.16%+0.1pp | 35.60%-12.3pp | 81.00%-57.7pp |
| Employer contribution / active EE | $445 | $1,798-75.3% | $3,179-86.0% | $2,440-81.8% |
| Participant deferral / active EE | $1,553 | $2,643-41.2% | $4,168-62.7% | $3,607-56.9% |
| Admin fee / account holder | $1,113 | $6,370-82.5% | $7,088-84.3% | $5,124-78.3% |