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 | $81,294 | $52,681+54.3% | $75,781+7.3% | $59,632+36.3% |
| Participation rate | 67.7% | 67.2%+0.5pp | 75.8%-8.1pp | 68.7%-0.9pp |
| Annual return | -1.31% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,238 | $2,591+63.6% | $3,651+16.1% | $3,192+32.8% |
| Admin fee / account holder | $5,034 | $3,610+39.5% | $5,299-5.0% | $4,297+17.1% |