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 | $28,143 | $91,190-69.1% | $178,490-84.2% | $79,858-64.8% |
| Participation rate | 56.0% | 69.2%-13.2pp | 81.9%-25.9pp | 69.6%-13.6pp |
| Annual return | 12.99% | 24.19%-11.2pp | 151.07%-138.1pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,150 | $3,236-64.5% | $5,202-77.9% | $3,740-69.2% |
| Admin fee / account holder | $1,584 | $6,751-76.5% | $13,984-88.7% | $5,306-70.2% |