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 10-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 | $25,976 | $45,035-42.3% | $62,995-58.8% | $70,131-63.0% |
| Participation rate | 35.5% | 69.5%-34.0pp | 74.8%-39.3pp | 69.5%-34.1pp |
| Annual return | 14.89% | 18.76%-3.9pp | 87.57%-72.7pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $763 | $2,465-69.1% | $3,329-77.1% | $3,332-77.1% |
| Admin fee / account holder | $4,529 | $2,834+59.8% | $3,600+25.8% | $4,645-2.5% |