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 | $52,562 | $52,519+0.1% | $155,790-66.3% | $59,632-11.9% |
| Participation rate | 51.6% | 61.7%-10.1pp | 76.1%-24.5pp | 68.7%-17.1pp |
| Annual return | 2.43% | 53.51%-51.1pp | 71.54%-69.1pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $0 | $1,589-100.0% | $3,836-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,550 | $3,084+47.5% | $4,797-5.1% | $3,192+42.6% |
| Admin fee / account holder | $1,361 | $3,540-61.5% | $7,478-81.8% | $4,297-68.3% |