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 5-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 | $45,802 | $214,378-78.6% | $200,582-77.2% | $142,382-67.8% |
| Participation rate | 55.6% | 87.4%-31.9pp | 86.9%-31.3pp | 80.1%-24.6pp |
| Annual return | 20.81% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,182 | $9,865-27.2% | $9,331-23.0% | $6,507+10.4% |
| Admin fee / account holder | $551 | $17,692-96.9% | $16,305-96.6% | $12,624-95.6% |