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 | $38,513 | $43,327-11.1% | $59,878-35.7% | $64,186-40.0% |
| Participation rate | 28.1% | 69.2%-41.0pp | 74.7%-46.6pp | 69.6%-41.4pp |
| Annual return | 4.37% | -1.55%+5.9pp | 3.46%+0.9pp | 7.63%-3.3pp |
| Employer contribution / active EE | $145 | $2,028-92.9% | $2,722-94.7% | $2,381-93.9% |
| Participant deferral / active EE | $1,649 | $2,546-35.2% | $3,402-51.5% | $3,470-52.5% |
| Admin fee / account holder | $7,373 | $3,005+145.4% | $3,590+105.4% | $4,888+50.8% |