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 | $39,302 | $54,229-27.5% | $70,092-43.9% | $68,494-42.6% |
| Participation rate | 62.1% | 64.5%-2.4pp | 70.5%-8.4pp | 67.9%-5.8pp |
| Annual return | -13.54% | -13.87%+0.3pp | 190.73%-204.3pp | -7.84%-5.7pp |
| Employer contribution / active EE | $182 | $2,018-91.0% | $2,559-92.9% | $2,596-93.0% |
| Participant deferral / active EE | $2,073 | $2,956-29.8% | $3,849-46.1% | $4,027-48.5% |
| Admin fee / account holder | $15,964 | $4,694+240.1% | $6,267+154.8% | $5,403+195.5% |