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 | $57,794 | $72,404-20.2% | $110,238-47.6% | $64,186-10.0% |
| Participation rate | 47.5% | 73.3%-25.9pp | 79.8%-32.4pp | 69.6%-22.1pp |
| Annual return | -5.23% | -6.29%+1.1pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $333 | $2,282-85.4% | $3,826-91.3% | $2,381-86.0% |
| Participant deferral / active EE | $1,617 | $3,469-53.4% | $4,672-65.4% | $3,470-53.4% |
| Admin fee / account holder | $1,819 | $5,664-67.9% | $8,547-78.7% | $4,888-62.8% |