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 3-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 | $2,557 | $25,014-89.8% | $69,647-96.3% | $80,856-96.8% |
| Participation rate | 62.3% | 64.2%-1.9pp | 66.5%-4.1pp | 67.6%-5.3pp |
| Annual return | 0.00% | 19.07%-19.1pp | 100.48%-100.5pp | 35.59%-35.6pp |
| Employer contribution / active EE | $0 | $993-100.0% | $1,712-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,884 | $1,839+2.4% | $2,886-34.7% | $4,296-56.1% |
| Admin fee / account holder | $490 | $2,488-80.3% | $4,713-89.6% | $6,918-92.9% |