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 | $60,022-80.3% | $88,946-86.7% | $84,808-86.1% |
| Participation rate | 32.3% | 57.8%-25.6pp | 68.8%-36.6pp | 68.3%-36.1pp |
| Annual return | 31.77% | 22.43%+9.3pp | 57.82%-26.1pp | 40.90%-9.1pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,669 | $3,114+50.0% | $4,581+1.9% | $4,212+10.9% |
| Admin fee / account holder | $4,455 | $4,811-7.4% | $8,261-46.1% | $7,344-39.3% |