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 | $49,596 | $82,664-40.0% | $125,339-60.4% | $68,494-27.6% |
| Participation rate | 65.4% | 75.0%-9.6pp | 82.4%-16.9pp | 67.9%-2.5pp |
| Annual return | -17.62% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $588 | $3,381-82.6% | $4,814-87.8% | $2,596-77.4% |
| Participant deferral / active EE | $3,949 | $6,110-35.4% | $7,446-47.0% | $4,027-1.9% |
| Admin fee / account holder | $4,618 | $6,275-26.4% | $10,010-53.9% | $5,403-14.5% |