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 9-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 | $40,832 | $73,867-44.7% | $143,757-71.6% | $68,494-40.4% |
| Participation rate | 6.7% | 66.7%-60.0pp | 80.3%-73.6pp | 67.9%-61.2pp |
| Annual return | -17.78% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $281 | $3,184-91.2% | $4,951-94.3% | $2,596-89.2% |
| Participant deferral / active EE | $1,092 | $3,384-67.7% | $5,637-80.6% | $4,027-72.9% |
| Admin fee / account holder | $836 | $5,755-85.5% | $14,673-94.3% | $5,403-84.5% |