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.
Participant 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 | $51,848 | $72,404-28.4% | $110,238-53.0% | $64,186-19.2% |
| Participation rate | 66.7% | 73.3%-6.7pp | 79.8%-13.2pp | 69.6%-2.9pp |
| Annual return | -4.93% | -6.29%+1.4pp | 314.74%-319.7pp | 7.63%-12.6pp |
| Employer contribution / active EE | $1,269 | $2,282-44.4% | $3,826-66.8% | $2,381-46.7% |
| Participant deferral / active EE | $1,351 | $3,469-61.0% | $4,672-71.1% | $3,470-61.0% |
| Admin fee / account holder | $5,738 | $5,664+1.3% | $8,547-32.9% | $4,888+17.4% |