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 | $11,799 | $57,590-79.5% | $86,233-86.3% | $82,448-85.7% |
| Participation rate | 32.3% | 57.9%-25.6pp | 69.0%-36.8pp | 68.1%-35.8pp |
| Annual return | 31.77% | 22.41%+9.4pp | 61.39%-29.6pp | 41.64%-9.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,669 | $3,080+51.6% | $4,559+2.4% | $4,139+12.8% |
| Admin fee / account holder | $4,455 | $4,730-5.8% | $8,342-46.6% | $7,234-38.4% |