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 8-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 | $24,492 | $57,354-57.3% | $83,848-70.8% | $64,186-61.8% |
| Participation rate | 64.5% | 68.6%-4.1pp | 76.1%-11.7pp | 69.6%-5.1pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.88%-850.9pp | 7.63%-7.6pp |
| Employer contribution / active EE | $152 | $2,545-94.0% | $3,631-95.8% | $2,381-93.6% |
| Participant deferral / active EE | $1,483 | $2,993-50.4% | $4,082-63.7% | $3,470-57.2% |
| Admin fee / account holder | $2,666 | $4,046-34.1% | $5,478-51.3% | $4,888-45.5% |