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 | $17,865 | $100,901-82.3% | $75,670-76.4% | $147,584-87.9% |
| Participation rate | 66.7% | 77.1%-10.5pp | 72.3%-5.7pp | 82.8%-16.2pp |
| Annual return | 14.43% | 35.78%-21.4pp | 27.34%-12.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $0 | $3,253-100.0% | $2,352-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $717 | $4,027-82.2% | $3,142-77.2% | $5,439-86.8% |
| Admin fee / account holder | $975 | $11,285-91.4% | $5,800-83.2% | $10,885-91.0% |