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 | $84,250 | $214,378-60.7% | $200,582-58.0% | $142,382-40.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 16.28% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,096 | $6,841-84.0% | $6,419-82.9% | $4,299-74.5% |
| Participant deferral / active EE | $5,382 | $9,865-45.4% | $9,331-42.3% | $6,507-17.3% |
| Admin fee / account holder | $805 | $17,692-95.4% | $16,305-95.1% | $12,624-93.6% |