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 | $53,879 | $127,100-57.6% | $105,738-49.0% | $135,375-60.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 76.3%-26.3pp | 82.6%-32.6pp |
| Annual return | -6.10% | 4.49%-10.6pp | 6.27%-12.4pp | 519.73%-525.8pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,938 | $5,064-61.7% | $4,080-52.5% | $5,609-65.5% |
| Admin fee / account holder | $1,229 | $9,087-86.5% | $6,913-82.2% | $10,827-88.6% |