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 | $135,807 | $81,900+65.8% | $119,609+13.5% | $68,494+98.3% |
| Participation rate | 63.6% | 71.9%-8.3pp | 79.3%-15.6pp | 67.9%-4.3pp |
| Annual return | -17.37% | -23.82%+6.4pp | -14.97%-2.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $588 | $2,693-78.2% | $4,232-86.1% | $2,596-77.3% |
| Participant deferral / active EE | $3,355 | $4,148-19.1% | $5,602-40.1% | $4,027-16.7% |
| Admin fee / account holder | $10,282 | $6,582+56.2% | $10,323-0.4% | $5,403+90.3% |