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 | $115,254 | $127,065-9.3% | $113,168+1.8% | $142,382-19.1% |
| Participation rate | 54.5% | 79.2%-24.7pp | 76.6%-22.0pp | 80.1%-25.6pp |
| Annual return | 19.82% | 24.03%-4.2pp | 24.27%-4.4pp | 217.08%-197.3pp |
| Employer contribution / active EE | $486 | $3,442-85.9% | $2,975-83.6% | $4,299-88.7% |
| Participant deferral / active EE | $2,865 | $5,716-49.9% | $5,107-43.9% | $6,507-56.0% |
| Admin fee / account holder | $1,103 | $15,736-93.0% | $12,068-90.9% | $12,624-91.3% |