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 | $53,500 | $77,813-31.2% | $123,544-56.7% | $64,186-16.6% |
| Participation rate | 44.8% | 74.7%-29.9pp | 82.3%-37.5pp | 69.6%-24.7pp |
| Annual return | -1.78% | 12.48%-14.3pp | 119.20%-121.0pp | 7.63%-9.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,621 | $5,240-50.0% | $6,426-59.2% | $3,470-24.4% |
| Admin fee / account holder | $5,878 | $5,519+6.5% | $9,284-36.7% | $4,888+20.2% |