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 | $49,498 | $61,774-19.9% | $97,226-49.1% | $80,856-38.8% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.7%-12.7pp | 67.6%-7.6pp |
| Annual return | 12.68% | -557.90%+570.6pp | 75.13%-62.5pp | 35.59%-22.9pp |
| Employer contribution / active EE | $27 | $1,837-98.5% | $2,729-99.0% | $2,755-99.0% |
| Participant deferral / active EE | $3,728 | $3,029+23.1% | $4,264-12.6% | $4,296-13.2% |
| Admin fee / account holder | $3,407 | $5,166-34.1% | $5,654-39.7% | $6,918-50.8% |