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 | $19,020 | $63,703-70.1% | $93,063-79.6% | $82,448-76.9% |
| Participation rate | 31.6% | 63.8%-32.3pp | 72.1%-40.5pp | 68.1%-36.5pp |
| Annual return | 18.78% | -775.43%+794.2pp | 34.15%-15.4pp | 41.64%-22.9pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,664 | $2,919-43.0% | $3,958-58.0% | $4,139-59.8% |
| Admin fee / account holder | $1,175 | $5,982-80.4% | $6,033-80.5% | $7,234-83.8% |