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 | $41,815 | $111,535-62.5% | $105,223-60.3% | $137,256-69.5% |
| Participation rate | 45.8% | 78.1%-32.3pp | 75.0%-29.2pp | 80.0%-34.1pp |
| Annual return | 18.27% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $21 | $3,939-99.5% | $3,689-99.4% | $4,156-99.5% |
| Participant deferral / active EE | $5,724 | $5,500+4.1% | $5,072+12.9% | $6,407-10.7% |
| Admin fee / account holder | $4,099 | $9,721-57.8% | $8,859-53.7% | $12,270-66.6% |