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 9-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 | $64,866 | $84,527-23.3% | $67,711-4.2% | $125,391-48.3% |
| Participation rate | 64.7% | 74.8%-10.1pp | 67.5%-2.8pp | 83.2%-18.5pp |
| Annual return | -0.89% | 2.57%-3.5pp | 25.41%-26.3pp | 282.22%-283.1pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,555 | $4,429-42.3% | $3,585-28.7% | $5,352-52.3% |
| Admin fee / account holder | $535 | $5,340-90.0% | $4,255-87.4% | $9,540-94.4% |