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 | $55,915 | $109,881-49.1% | $150,045-62.7% | $84,808-34.1% |
| Participation rate | 54.2% | 76.1%-21.9pp | 82.3%-28.2pp | 68.3%-14.1pp |
| Annual return | 28.62% | 28.25%+0.4pp | 62.55%-33.9pp | 40.90%-12.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,556 | $6,636-46.4% | $7,997-55.5% | $4,212-15.6% |
| Admin fee / account holder | $713 | $8,568-91.7% | $13,435-94.7% | $7,344-90.3% |