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 9-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 | $27,074 | $51,576-47.5% | $129,207-79.0% | $80,856-66.5% |
| Participation rate | 39.3% | 57.0%-17.7pp | 69.6%-30.3pp | 67.6%-28.4pp |
| Annual return | 12.27% | 20.81%-8.5pp | 9417.33%-9405.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,980 | $2,669+49.1% | $4,168-4.5% | $4,296-7.4% |
| Admin fee / account holder | $785 | $4,305-81.8% | $7,715-89.8% | $6,918-88.7% |