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 8-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 | $31,080 | $27,641+12.4% | $61,373-49.4% | $68,494-54.6% |
| Participation rate | 21.4% | 39.5%-18.1pp | 52.6%-31.1pp | 67.9%-46.5pp |
| Annual return | -15.74% | -13.24%-2.5pp | 338.61%-354.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $48 | $695-93.0% | $1,159-95.8% | $2,596-98.1% |
| Participant deferral / active EE | $659 | $1,263-47.9% | $2,125-69.0% | $4,027-83.6% |
| Admin fee / account holder | $3,026 | $2,010+50.6% | $2,130+42.1% | $5,403-44.0% |