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 | $51,937 | $81,900-36.6% | $119,609-56.6% | $68,494-24.2% |
| Participation rate | 68.6% | 71.9%-3.3pp | 79.3%-10.7pp | 67.9%+0.7pp |
| Annual return | -10.33% | -23.82%+13.5pp | -14.97%+4.6pp | -7.84%-2.5pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,372 | $4,148-42.8% | $5,602-57.6% | $4,027-41.1% |
| Admin fee / account holder | $1,139 | $6,582-82.7% | $10,323-89.0% | $5,403-78.9% |