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 | $24,710 | $76,000-67.5% | $154,107-84.0% | $64,186-61.5% |
| Participation rate | 52.4% | 70.4%-18.0pp | 83.0%-30.7pp | 69.6%-17.2pp |
| Annual return | -4.96% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $151 | $3,351-95.5% | $5,298-97.1% | $2,381-93.7% |
| Participant deferral / active EE | $3,424 | $3,175+7.8% | $5,081-32.6% | $3,470-1.3% |
| Admin fee / account holder | $3,853 | $5,596-31.2% | $13,411-71.3% | $4,888-21.2% |