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 | $64,144 | $57,354+11.8% | $83,848-23.5% | $64,186-0.1% |
| Participation rate | 51.3% | 68.6%-17.3pp | 76.1%-24.9pp | 69.6%-18.3pp |
| Annual return | -4.09% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $391 | $2,545-84.7% | $3,631-89.2% | $2,381-83.6% |
| Participant deferral / active EE | $2,624 | $2,993-12.3% | $4,082-35.7% | $3,470-24.4% |
| Admin fee / account holder | $3,451 | $4,046-14.7% | $5,478-37.0% | $4,888-29.4% |