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 | $101,062 | $95,193+6.2% | $76,523+32.1% | $135,375-25.3% |
| Participation rate | 38.1% | 74.4%-36.3pp | 68.0%-29.9pp | 82.6%-44.5pp |
| Annual return | -6.93% | 4.85%-11.8pp | -0.27%-6.7pp | 519.73%-526.7pp |
| Employer contribution / active EE | $144 | $3,302-95.6% | $2,647-94.6% | $4,779-97.0% |
| Participant deferral / active EE | $1,795 | $4,639-61.3% | $3,835-53.2% | $5,609-68.0% |
| Admin fee / account holder | $12,345 | $6,249+97.6% | $4,848+154.6% | $10,827+14.0% |