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 6-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 | $47,259 | $71,050-33.5% | $93,606-49.5% | $80,856-41.6% |
| Participation rate | 26.3% | 60.4%-34.1pp | 68.7%-42.4pp | 67.6%-41.3pp |
| Annual return | 13.81% | 11.26%+2.5pp | 133.20%-119.4pp | 35.59%-21.8pp |
| Employer contribution / active EE | $238 | $1,564-84.8% | $2,420-90.2% | $2,755-91.4% |
| Participant deferral / active EE | $2,049 | $4,034-49.2% | $4,411-53.5% | $4,296-52.3% |
| Admin fee / account holder | $2,915 | $6,945-58.0% | $8,285-64.8% | $6,918-57.9% |