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 | $25,207 | $74,879,922-100.0% | $40,145,923-99.9% | $273,961-90.8% |
| Participation rate | 55.6% | 74.1%-18.5pp | 68.4%-12.9pp | 83.0%-27.5pp |
| Annual return | 8.49% | 2.55%+5.9pp | 5.24%+3.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,665 | $2,962-43.8% | $2,591-35.7% | $5,287-68.5% |
| Admin fee / account holder | $331 | $3,725-91.1% | $2,903-88.6% | $10,132-96.7% |