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 | $42,369 | $43,423-2.4% | $78,689-46.2% | $55,167-23.2% |
| Participation rate | 55.4% | 68.0%-12.6pp | 73.6%-18.1pp | 69.0%-13.5pp |
| Annual return | 5.65% | 11.53%-5.9pp | 62.18%-56.5pp | 169.23%-163.6pp |
| Employer contribution / active EE | $219 | $1,997-89.0% | $2,851-92.3% | $1,963-88.8% |
| Participant deferral / active EE | $1,324 | $2,509-47.2% | $3,517-62.4% | $3,054-56.7% |
| Admin fee / account holder | $1,887 | $416+353.4% | $4,510-58.2% | $504+274.5% |