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 | $40,992 | $71,050-42.3% | $93,606-56.2% | $80,856-49.3% |
| Participation rate | 25.5% | 60.4%-34.9pp | 68.7%-43.2pp | 67.6%-42.1pp |
| Annual return | 18.94% | 11.26%+7.7pp | 133.20%-114.3pp | 35.59%-16.7pp |
| Employer contribution / active EE | $185 | $1,564-88.1% | $2,420-92.3% | $2,755-93.3% |
| Participant deferral / active EE | $1,581 | $4,034-60.8% | $4,411-64.2% | $4,296-63.2% |
| Admin fee / account holder | $2,193 | $6,945-68.4% | $8,285-73.5% | $6,918-68.3% |