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 | $54,881 | $82,664-33.6% | $125,339-56.2% | $68,494-19.9% |
| Participation rate | 61.1% | 75.0%-13.9pp | 82.4%-21.3pp | 67.9%-6.8pp |
| Annual return | -15.03% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $352 | $3,381-89.6% | $4,814-92.7% | $2,596-86.4% |
| Participant deferral / active EE | $4,615 | $6,110-24.5% | $7,446-38.0% | $4,027+14.6% |
| Admin fee / account holder | $1,128 | $6,275-82.0% | $10,010-88.7% | $5,403-79.1% |