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 | $17,865 | $56,053-68.1% | $75,972-76.5% | $80,856-77.9% |
| Participation rate | 27.3% | 62.0%-34.8pp | 69.1%-41.8pp | 67.6%-40.4pp |
| Annual return | 12.03% | 20.53%-8.5pp | 359.55%-347.5pp | 35.59%-23.6pp |
| Employer contribution / active EE | $7 | $1,874-99.6% | $2,685-99.7% | $2,755-99.7% |
| Participant deferral / active EE | $1,094 | $3,052-64.1% | $4,255-74.3% | $4,296-74.5% |
| Admin fee / account holder | $463 | $5,234-91.1% | $6,467-92.8% | $6,918-93.3% |