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 | $78,183 | $91,538-14.6% | $129,995-39.9% | $75,163+4.0% |
| Participation rate | 65.5% | 71.4%-5.9pp | 78.5%-13.0pp | 67.2%-1.7pp |
| Annual return | 18.11% | -631.11%+649.2pp | -137.18%+155.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,192 | $4,341+42.6% | $5,820+6.4% | $4,125+50.1% |
| Admin fee / account holder | $4,232 | $6,790-37.7% | $10,614-60.1% | $5,651-25.1% |