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 | $34,808 | $131,829-73.6% | $108,579-67.9% | $273,961-87.3% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 5.71% | -91.57%+97.3pp | -51.70%+57.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $315 | $4,912-93.6% | $3,758-91.6% | $4,869-93.5% |
| Participant deferral / active EE | $2,140 | $5,127-58.3% | $4,311-50.4% | $5,287-59.5% |
| Admin fee / account holder | $350 | $10,252-96.6% | $7,645-95.4% | $10,132-96.5% |