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 | $148,986 | $56,484+163.8% | $169,463-12.1% | $64,186+132.1% |
| Participation rate | 61.4% | 64.5%-3.2pp | 77.8%-16.4pp | 69.6%-8.2pp |
| Annual return | -3.90% | -1.55%-2.3pp | 1.83%-5.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,957 | $3,448+72.8% | $5,277+12.9% | $3,470+71.7% |
| Admin fee / account holder | $1,502 | $4,174-64.0% | $9,109-83.5% | $4,888-69.3% |