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 | $29,474 | $61,660-52.2% | $80,019-63.2% | $64,186-54.1% |
| Participation rate | 68.1% | 71.7%-3.6pp | 75.8%-7.7pp | 69.6%-1.5pp |
| Annual return | -7.41% | -0.33%-7.1pp | 11.22%-18.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $382 | $1,810-78.9% | $2,468-84.5% | $2,381-84.0% |
| Participant deferral / active EE | $1,527 | $2,968-48.5% | $3,686-58.6% | $3,470-56.0% |
| Admin fee / account holder | $449 | $5,417-91.7% | $6,521-93.1% | $4,888-90.8% |