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 3-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 | $6,024 | $54,705-89.0% | $71,209-91.5% | $84,808-92.9% |
| Participation rate | 67.6% | 64.1%+3.6pp | 73.8%-6.1pp | 68.3%-0.7pp |
| Annual return | 22.61% | 35.90%-13.3pp | 282.51%-259.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $67 | $2,158-96.9% | $2,721-97.6% | $2,631-97.5% |
| Participant deferral / active EE | $1,704 | $3,030-43.8% | $4,175-59.2% | $4,212-59.5% |
| Admin fee / account holder | $573 | $4,863-88.2% | $5,349-89.3% | $7,344-92.2% |