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 | $70,308 | $62,586+12.3% | $76,768-8.4% | $64,186+9.5% |
| Participation rate | 49.0% | 72.8%-23.8pp | 77.0%-27.9pp | 69.6%-20.5pp |
| Annual return | -5.90% | -1.95%-4.0pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $245 | $1,832-86.6% | $2,485-90.2% | $2,381-89.7% |
| Participant deferral / active EE | $1,679 | $3,145-46.6% | $3,852-56.4% | $3,470-51.6% |
| Admin fee / account holder | $9,504 | $4,667+103.7% | $6,675+42.4% | $4,888+94.4% |