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 | $29,116 | $131,829-77.9% | $108,579-73.2% | $273,961-89.4% |
| Participation rate | 14.3% | 83.5%-69.2pp | 79.6%-65.3pp | 83.0%-68.7pp |
| Annual return | 19.46% | -91.57%+111.0pp | -51.70%+71.2pp | 41.45%-22.0pp |
| Employer contribution / active EE | $549 | $4,912-88.8% | $3,758-85.4% | $4,869-88.7% |
| Participant deferral / active EE | $2,085 | $5,127-59.3% | $4,311-51.6% | $5,287-60.6% |
| Admin fee / account holder | $4,375 | $10,252-57.3% | $7,645-42.8% | $10,132-56.8% |