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 5-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 | $92,296 | $86,929+6.2% | $102,423-9.9% | $80,856+14.1% |
| Participation rate | 59.3% | 72.4%-13.1pp | 76.5%-17.2pp | 67.6%-8.4pp |
| Annual return | 12.79% | 18.88%-6.1pp | 29.32%-16.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $361 | $2,369-84.8% | $3,023-88.1% | $2,755-86.9% |
| Participant deferral / active EE | $5,258 | $4,118+27.7% | $5,053+4.1% | $4,296+22.4% |
| Admin fee / account holder | $2,234 | $8,049-72.2% | $9,451-76.4% | $6,918-67.7% |