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 | $25,728 | $55,415-53.6% | $155,509-83.5% | $74,495-65.5% |
| Participation rate | 57.7% | 61.9%-4.2pp | 78.2%-20.5pp | 67.2%-9.5pp |
| Annual return | 13.27% | 268.50%-255.2pp | 64.67%-51.4pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $135 | $2,267-94.0% | $4,672-97.1% | $2,623-94.8% |
| Participant deferral / active EE | $1,660 | $2,836-41.5% | $5,626-70.5% | $4,346-61.8% |
| Admin fee / account holder | $3,033 | $1,738+74.5% | $15,912-80.9% | $1,942+56.2% |