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 8-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 | $11,889 | $60,022-80.2% | $88,946-86.6% | $84,808-86.0% |
| Participation rate | 68.0% | 57.8%+10.2pp | 68.8%-0.8pp | 68.3%-0.3pp |
| Annual return | 13.63% | 22.43%-8.8pp | 57.82%-44.2pp | 40.90%-27.3pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,156 | $3,114-62.9% | $4,581-74.8% | $4,212-72.6% |
| Admin fee / account holder | $1,468 | $4,811-69.5% | $8,261-82.2% | $7,344-80.0% |