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 | $44,280 | $54,726-19.1% | $68,793-35.6% | $64,186-31.0% |
| Participation rate | 64.1% | 68.0%-3.9pp | 72.2%-8.1pp | 69.6%-5.5pp |
| Annual return | -7.07% | -1.62%-5.5pp | -4.63%-2.4pp | 7.63%-14.7pp |
| Employer contribution / active EE | $269 | $1,846-85.4% | $2,625-89.7% | $2,381-88.7% |
| Participant deferral / active EE | $1,549 | $2,626-41.0% | $3,311-53.2% | $3,470-55.4% |
| Admin fee / account holder | $1,428 | $4,027-64.5% | $5,131-72.2% | $4,888-70.8% |