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 | $39,828 | $57,354-30.6% | $83,848-52.5% | $64,186-37.9% |
| Participation rate | 56.3% | 68.6%-12.4pp | 76.1%-19.9pp | 69.6%-13.3pp |
| Annual return | -6.18% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $219 | $2,545-91.4% | $3,631-94.0% | $2,381-90.8% |
| Participant deferral / active EE | $1,720 | $2,993-42.5% | $4,082-57.9% | $3,470-50.4% |
| Admin fee / account holder | $4,130 | $4,046+2.1% | $5,478-24.6% | $4,888-15.5% |