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 9-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 | $100,249 | $51,638+94.1% | $68,368+46.6% | $82,448+21.6% |
| Participation rate | 69.0% | 63.6%+5.4pp | 73.8%-4.7pp | 68.1%+1.0pp |
| Annual return | 16.86% | 37.53%-20.7pp | 292.57%-275.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,506 | $2,914+157.6% | $4,123+82.1% | $4,139+81.3% |
| Admin fee / account holder | $6,271 | $4,643+35.0% | $5,150+21.8% | $7,234-13.3% |