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 | $55,937 | $59,805-6.5% | $79,550-29.7% | $68,494-18.3% |
| Participation rate | 57.7% | 61.1%-3.4pp | 69.5%-11.8pp | 67.9%-10.2pp |
| Annual return | -17.63% | -12.30%-5.3pp | 0.16%-17.8pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,022 | $3,024-33.1% | $3,985-49.3% | $4,027-49.8% |
| Admin fee / account holder | $5,211 | $4,835+7.8% | $6,832-23.7% | $5,403-3.5% |