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 8-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 | $37,133 | $51,638-28.1% | $68,368-45.7% | $82,448-55.0% |
| Participation rate | 55.2% | 63.6%-8.4pp | 73.8%-18.6pp | 68.1%-12.9pp |
| Annual return | 15.49% | 37.53%-22.0pp | 292.57%-277.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $102 | $2,047-95.0% | $2,649-96.2% | $2,551-96.0% |
| Participant deferral / active EE | $3,399 | $2,914+16.7% | $4,123-17.6% | $4,139-17.9% |
| Admin fee / account holder | $5,082 | $4,643+9.4% | $5,150-1.3% | $7,234-29.8% |