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 | $67,832 | $72,177-6.0% | $115,037-41.0% | $59,632+13.8% |
| Participation rate | 64.3% | 72.6%-8.3pp | 81.4%-17.1pp | 68.7%-4.4pp |
| Annual return | -1.89% | 12.02%-13.9pp | 26.14%-28.0pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,147 | $4,783+7.6% | $6,026-14.6% | $3,192+61.3% |
| Admin fee / account holder | $2,663 | $4,927-45.9% | $8,175-67.4% | $4,297-38.0% |