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 | $23,002 | $63,156-63.6% | $122,332-81.2% | $62,292-63.1% |
| Participation rate | 29.9% | 60.0%-30.1pp | 71.6%-41.7pp | 69.5%-39.6pp |
| Annual return | 14.55% | 20.61%-6.1pp | 30.27%-15.7pp | 28.90%-14.3pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,050-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $967 | $2,321-58.3% | $3,287-70.6% | $3,169-69.5% |
| Admin fee / account holder | $1,771 | $440+302.7% | $5,478-67.7% | $479+269.6% |