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 | $35,574 | $57,354-38.0% | $83,848-57.6% | $64,186-44.6% |
| Participation rate | 62.8% | 68.6%-5.8pp | 76.1%-13.4pp | 69.6%-6.8pp |
| Annual return | -5.57% | 11.38%-17.0pp | 850.88%-856.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $65 | $2,545-97.4% | $3,631-98.2% | $2,381-97.3% |
| Participant deferral / active EE | $1,695 | $2,993-43.4% | $4,082-58.5% | $3,470-51.2% |
| Admin fee / account holder | $4,687 | $4,046+15.9% | $5,478-14.4% | $4,888-4.1% |