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 | $98,611 | $27,641+256.8% | $61,373+60.7% | $68,494+44.0% |
| Participation rate | 7.2% | 39.5%-32.3pp | 52.6%-45.4pp | 67.9%-60.7pp |
| Annual return | -7.08% | -13.24%+6.2pp | 338.61%-345.7pp | -7.84%+0.8pp |
| Employer contribution / active EE | $51 | $695-92.7% | $1,159-95.6% | $2,596-98.0% |
| Participant deferral / active EE | $493 | $1,263-61.0% | $2,125-76.8% | $4,027-87.8% |
| Admin fee / account holder | $2,912 | $2,010+44.9% | $2,130+36.7% | $5,403-46.1% |