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 | $69,967 | $76,000-7.9% | $154,107-54.6% | $64,186+9.0% |
| Participation rate | 35.5% | 70.4%-34.9pp | 83.0%-47.6pp | 69.6%-34.1pp |
| Annual return | -6.32% | 30.32%-36.6pp | 735.12%-741.4pp | 7.63%-14.0pp |
| Employer contribution / active EE | $277 | $3,351-91.7% | $5,298-94.8% | $2,381-88.4% |
| Participant deferral / active EE | $2,805 | $3,175-11.7% | $5,081-44.8% | $3,470-19.2% |
| Admin fee / account holder | $3,405 | $5,596-39.2% | $13,411-74.6% | $4,888-30.4% |