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 | $29,081 | $70,475-58.7% | $100,516-71.1% | $79,858-63.6% |
| Participation rate | 65.7% | 73.7%-8.0pp | 79.4%-13.7pp | 69.6%-4.0pp |
| Annual return | 77.90% | 21.90%+56.0pp | 30.89%+47.0pp | 31.71%+46.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,230 | $5,181+39.6% | $6,270+15.3% | $3,740+93.3% |
| Admin fee / account holder | $982 | $4,478-78.1% | $8,081-87.9% | $5,306-81.5% |