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 6-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 | $36,467 | $83,369-56.3% | $105,223-65.3% | $67,986-46.4% |
| Participation rate | 28.2% | 56.3%-28.1pp | 75.0%-46.9pp | 57.2%-29.0pp |
| Annual return | 14.85% | 24.64%-9.8pp | 180.65%-165.8pp | 31.67%-16.8pp |
| Employer contribution / active EE | -$33 | $2,541-101.3% | $3,689-100.9% | $2,019-101.6% |
| Participant deferral / active EE | $1,958 | $3,295-40.6% | $5,072-61.4% | $3,358-41.7% |
| Admin fee / account holder | $4,408 | $4,073+8.2% | $8,859-50.2% | $3,203+37.6% |