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 | $22,062 | $114,381-80.7% | $107,525-79.5% | $142,382-84.5% |
| Participation rate | 23.5% | 78.1%-54.6pp | 75.1%-51.5pp | 80.1%-56.6pp |
| Annual return | 29.53% | 242.71%-213.2pp | 181.32%-151.8pp | 217.08%-187.5pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $6,699 | $5,564+20.4% | $5,116+30.9% | $6,507+2.9% |
| Admin fee / account holder | $506 | $9,860-94.9% | $8,919-94.3% | $12,624-96.0% |