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 | $49,328 | $91,538-46.1% | $129,995-62.1% | $75,163-34.4% |
| Participation rate | 22.2% | 71.4%-49.2pp | 78.5%-56.3pp | 67.2%-45.0pp |
| Annual return | 13.55% | -631.11%+644.7pp | -137.18%+150.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $282 | $2,845-90.1% | $4,320-93.5% | $2,670-89.5% |
| Participant deferral / active EE | $2,208 | $4,341-49.1% | $5,820-62.1% | $4,125-46.5% |
| Admin fee / account holder | $9,798 | $6,790+44.3% | $10,614-7.7% | $5,651+73.4% |