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 | $72,263 | $72,404-0.2% | $110,238-34.4% | $64,186+12.6% |
| Participation rate | 48.1% | 73.3%-25.3pp | 79.8%-31.7pp | 69.6%-21.5pp |
| Annual return | 16.16% | -6.29%+22.4pp | 314.74%-298.6pp | 7.63%+8.5pp |
| Employer contribution / active EE | $224 | $2,282-90.2% | $3,826-94.1% | $2,381-90.6% |
| Participant deferral / active EE | $1,723 | $3,469-50.3% | $4,672-63.1% | $3,470-50.3% |
| Admin fee / account holder | $1,076 | $5,664-81.0% | $8,547-87.4% | $4,888-78.0% |