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 | $40,614 | $59,417-31.6% | $93,606-56.6% | $74,495-45.5% |
| Participation rate | 39.3% | 59.7%-20.3pp | 68.7%-29.4pp | 67.2%-27.9pp |
| Annual return | 12.78% | 81.83%-69.1pp | 133.20%-120.4pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $241 | $1,264-81.0% | $2,420-90.1% | $2,623-90.8% |
| Participant deferral / active EE | $2,186 | $3,050-28.3% | $4,411-50.4% | $4,346-49.7% |
| Admin fee / account holder | $3,299 | $3,021+9.2% | $8,285-60.2% | $1,942+69.9% |