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 4-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 | $35,390 | $101,724-65.2% | $164,813-78.5% | $80,856-56.2% |
| Participation rate | 64.0% | 71.8%-7.8pp | 78.6%-14.6pp | 67.6%-3.6pp |
| Annual return | 28.09% | 16.72%+11.4pp | 69.93%-41.8pp | 35.59%-7.5pp |
| Employer contribution / active EE | $576 | $2,953-80.5% | $4,341-86.7% | $2,755-79.1% |
| Participant deferral / active EE | $4,124 | $4,477-7.9% | $6,031-31.6% | $4,296-4.0% |
| Admin fee / account holder | $1,445 | $8,227-82.4% | $12,690-88.6% | $6,918-79.1% |