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 | $92,972 | $99,032-6.1% | $80,019+16.2% | $135,375-31.3% |
| Participation rate | 62.5% | 78.4%-15.9pp | 75.8%-13.3pp | 82.6%-20.1pp |
| Annual return | -5.84% | 15.39%-21.2pp | 11.22%-17.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $115 | $3,043-96.2% | $2,468-95.3% | $4,779-97.6% |
| Participant deferral / active EE | $1,447 | $4,282-66.2% | $3,686-60.7% | $5,609-74.2% |
| Admin fee / account holder | $6,637 | $10,436-36.4% | $6,521+1.8% | $10,827-38.7% |