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 | $68,430 | $81,900-16.4% | $119,609-42.8% | $68,494-0.1% |
| Participation rate | 67.6% | 71.9%-4.2pp | 79.3%-11.6pp | 67.9%-0.2pp |
| Annual return | -13.05% | -23.82%+10.8pp | -14.97%+1.9pp | -7.84%-5.2pp |
| Employer contribution / active EE | $557 | $2,693-79.3% | $4,232-86.8% | $2,596-78.6% |
| Participant deferral / active EE | $4,719 | $4,148+13.8% | $5,602-15.8% | $4,027+17.2% |
| Admin fee / account holder | $538 | $6,582-91.8% | $10,323-94.8% | $5,403-90.0% |