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 | $11,031 | $48,795-77.4% | $65,493-83.2% | $84,808-87.0% |
| Participation rate | 35.7% | 67.0%-31.3pp | 73.1%-37.4pp | 68.3%-32.6pp |
| Annual return | 12.50% | 20.20%-7.7pp | 982.45%-969.9pp | 40.90%-28.4pp |
| Employer contribution / active EE | $332 | $1,930-82.8% | $2,574-87.1% | $2,631-87.4% |
| Participant deferral / active EE | $885 | $2,928-69.8% | $3,961-77.7% | $4,212-79.0% |
| Admin fee / account holder | $1,450 | $3,877-62.6% | $5,028-71.2% | $7,344-80.3% |