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 | $23,524 | $177,572-86.8% | $154,803-84.8% | $142,382-83.5% |
| Participation rate | 45.8% | 82.1%-36.2pp | 78.1%-32.2pp | 80.1%-34.3pp |
| Annual return | 29.78% | 65.07%-35.3pp | 58.88%-29.1pp | 217.08%-187.3pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,255 | $6,272+47.6% | $5,540+67.0% | $6,507+42.2% |
| Admin fee / account holder | $1,370 | $16,786-91.8% | $14,329-90.4% | $12,624-89.1% |