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 | $56,208 | $54,380+3.4% | $68,509-18.0% | $59,632-5.7% |
| Participation rate | 60.0% | 70.2%-10.2pp | 74.7%-14.7pp | 68.7%-8.7pp |
| Annual return | -0.79% | 2.83%-3.6pp | 8.27%-9.1pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,457 | $2,643-44.9% | $3,382-56.9% | $3,192-54.3% |
| Admin fee / account holder | $384 | $3,885-90.1% | $5,275-92.7% | $4,297-91.1% |