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 | $34,032 | $70,428-51.7% | $96,562-64.8% | $85,850-60.4% |
| Participation rate | 44.8% | 61.8%-17.0pp | 69.8%-25.0pp | 69.3%-24.5pp |
| Annual return | 14.10% | 18.59%-4.5pp | 37.78%-23.7pp | 318.53%-304.4pp |
| Employer contribution / active EE | $229 | $1,413-83.8% | $2,356-90.3% | $2,565-91.1% |
| Participant deferral / active EE | $2,047 | $2,894-29.2% | $3,849-46.8% | $3,952-48.2% |
| Admin fee / account holder | $1,862 | $4,997-62.7% | $6,181-69.9% | $6,260-70.3% |