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 9-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 | $29,293 | $52,279-44.0% | $89,391-67.2% | $79,858-63.3% |
| Participation rate | 17.8% | 57.5%-39.8pp | 68.0%-50.2pp | 69.6%-51.9pp |
| Annual return | 20.83% | 22.16%-1.3pp | 245.62%-224.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,535 | $2,740-44.0% | $3,890-60.5% | $3,740-59.0% |
| Admin fee / account holder | $919 | $3,356-72.6% | $4,881-81.2% | $5,306-82.7% |