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 | $48,726 | $109,359-55.4% | $162,163-70.0% | $72,985-33.2% |
| Participation rate | 63.6% | 84.3%-20.6pp | 87.6%-23.9pp | 69.5%-5.8pp |
| Annual return | 0.00% | 25.46%-25.5pp | 115.59%-115.6pp | 81.00%-81.0pp |
| Employer contribution / active EE | $1,051 | $3,907-73.1% | $5,614-81.3% | $2,440-56.9% |
| Participant deferral / active EE | $9,178 | $5,481+67.5% | $7,298+25.8% | $3,607+154.4% |
| Admin fee / account holder | $4,158 | $7,972-47.8% | $10,843-61.6% | $5,124-18.9% |