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 10-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 | $28,592 | $32,117-11.0% | $71,086-59.8% | $64,186-55.5% |
| Participation rate | 41.9% | 42.7%-0.8pp | 54.7%-12.8pp | 69.6%-27.7pp |
| Annual return | -7.44% | -5.57%-1.9pp | 650.59%-658.0pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,380 | $1,263+9.2% | $1,874-26.4% | $3,470-60.2% |
| Admin fee / account holder | $406 | $2,759-85.3% | $3,082-86.8% | $4,888-91.7% |