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 | $14,091 | $39,122-64.0% | $57,179-75.4% | $62,891-77.6% |
| Participation rate | 45.4% | 70.5%-25.1pp | 75.3%-30.0pp | 69.3%-23.9pp |
| Annual return | 1.59% | 9.23%-7.6pp | 14.59%-13.0pp | 20.14%-18.6pp |
| Employer contribution / active EE | $185 | $1,874-90.1% | $2,682-93.1% | $2,281-91.9% |
| Participant deferral / active EE | $1,220 | $2,374-48.6% | $3,096-60.6% | $3,203-61.9% |
| Admin fee / account holder | $652 | $2,592-74.8% | $3,139-79.2% | $4,296-84.8% |