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 | $202,241 | $82,286+145.8% | $68,791+194.0% | $134,475+50.4% |
| Participation rate | 22.2% | 75.1%-52.8pp | 69.0%-46.8pp | 81.2%-59.0pp |
| Annual return | -13.96% | -2.19%-11.8pp | -6.38%-7.6pp | 417.96%-431.9pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,732 | $4,739-42.3% | $3,941-30.7% | $6,400-57.3% |
| Admin fee / account holder | $2,576 | $6,481-60.3% | $4,932-47.8% | $11,426-77.5% |