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 6-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 | $63,038 | $100,970-37.6% | $96,576-34.7% | $137,256-54.1% |
| Participation rate | 44.4% | 82.6%-38.2pp | 81.4%-37.0pp | 80.0%-35.5pp |
| Annual return | 22.04% | 38.16%-16.1pp | 38.47%-16.4pp | 220.34%-198.3pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,618 | $8,286+4.0% | $7,956+8.3% | $6,407+34.5% |
| Admin fee / account holder | $1,058 | $11,312-90.6% | $11,381-90.7% | $12,270-91.4% |