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 | $45,157 | $76,000-40.6% | $154,107-70.7% | $64,186-29.6% |
| Participation rate | 51.4% | 70.4%-19.0pp | 83.0%-31.6pp | 69.6%-18.1pp |
| Annual return | -2.78% | 30.32%-33.1pp | 735.12%-737.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $33 | $3,351-99.0% | $5,298-99.4% | $2,381-98.6% |
| Participant deferral / active EE | $1,961 | $3,175-38.2% | $5,081-61.4% | $3,470-43.5% |
| Admin fee / account holder | $3,742 | $5,596-33.1% | $13,411-72.1% | $4,888-23.5% |