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 | $17,822 | $57,354-68.9% | $83,848-78.7% | $64,186-72.2% |
| Participation rate | 63.9% | 68.6%-4.8pp | 76.1%-12.3pp | 69.6%-5.7pp |
| Annual return | -7.31% | 11.38%-18.7pp | 850.88%-858.2pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,533 | $2,993-48.8% | $4,082-62.4% | $3,470-55.8% |
| Admin fee / account holder | $1,016 | $4,046-74.9% | $5,478-81.5% | $4,888-79.2% |