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 7-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 | $33,955 | $111,535-69.6% | $105,223-67.7% | $137,256-75.3% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 80.0%-27.0pp |
| Annual return | 16.15% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $685 | $3,939-82.6% | $3,689-81.4% | $4,156-83.5% |
| Participant deferral / active EE | $4,032 | $5,500-26.7% | $5,072-20.5% | $6,407-37.1% |
| Admin fee / account holder | $571 | $9,721-94.1% | $8,859-93.6% | $12,270-95.3% |