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 | $55,157 | $80,724-31.7% | $103,333-46.6% | $74,495-26.0% |
| Participation rate | 47.3% | 65.7%-18.4pp | 74.5%-27.2pp | 67.2%-19.9pp |
| Annual return | 11.23% | 27.56%-16.3pp | 24.88%-13.6pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $151 | $3,157-95.2% | $3,868-96.1% | $2,623-94.2% |
| Participant deferral / active EE | $2,513 | $3,860-34.9% | $5,057-50.3% | $4,346-42.2% |
| Admin fee / account holder | $1,897 | $2,368-19.9% | $8,355-77.3% | $1,942-2.3% |