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 | $89,400 | $44,103+102.7% | $75,826+17.9% | $64,186+39.3% |
| Participation rate | 60.5% | 62.7%-2.2pp | 68.2%-7.7pp | 69.6%-9.0pp |
| Annual return | -0.87% | -4.72%+3.8pp | 1914.15%-1915.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,527 | $2,204-30.7% | $2,862-46.7% | $3,470-56.0% |
| Admin fee / account holder | $1,390 | $3,506-60.4% | $4,726-70.6% | $4,888-71.6% |