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 | $75,488 | $76,000-0.7% | $154,107-51.0% | $64,186+17.6% |
| Participation rate | 42.1% | 70.4%-28.3pp | 83.0%-40.9pp | 69.6%-27.5pp |
| Annual return | -3.80% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $248 | $3,351-92.6% | $5,298-95.3% | $2,381-89.6% |
| Participant deferral / active EE | $2,174 | $3,175-31.5% | $5,081-57.2% | $3,470-37.3% |
| Admin fee / account holder | $2,781 | $5,596-50.3% | $13,411-79.3% | $4,888-43.1% |