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 | $95,363 | $83,477+14.2% | $125,175-23.8% | $72,985+30.7% |
| Participation rate | 58.6% | 73.3%-14.7pp | 79.8%-21.2pp | 69.5%-10.9pp |
| Annual return | 20.02% | 25.78%-5.8pp | 43.79%-23.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,800 | $3,585+61.8% | $4,937+17.5% | $3,607+60.8% |
| Admin fee / account holder | $7,609 | $5,517+37.9% | $9,702-21.6% | $5,124+48.5% |