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 | $74,506 | $87,540-14.9% | $75,781-1.7% | $125,391-40.6% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | -2.05% | 13.48%-15.5pp | 9.68%-11.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $435 | $3,930-88.9% | $3,323-86.9% | $4,866-91.1% |
| Participant deferral / active EE | $1,007 | $4,229-76.2% | $3,651-72.4% | $5,352-81.2% |
| Admin fee / account holder | $318 | $6,502-95.1% | $5,299-94.0% | $9,540-96.7% |