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 | $26,800 | $61,272-56.3% | $149,673-82.1% | $71,457-62.5% |
| Participation rate | 14.9% | 62.5%-47.7pp | 78.8%-63.9pp | 67.9%-53.1pp |
| Annual return | 16.39% | 35.85%-19.5pp | 134.42%-118.0pp | 28.85%-12.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $986 | $2,917-66.2% | $5,680-82.6% | $4,289-77.0% |
| Admin fee / account holder | $2,978 | $1,261+136.1% | $13,210-77.5% | $1,587+87.6% |