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 | $45,937 | $131,829-65.2% | $108,579-57.7% | $273,961-83.2% |
| Participation rate | 41.7% | 83.5%-41.8pp | 79.6%-37.9pp | 83.0%-41.3pp |
| Annual return | 6.79% | -91.57%+98.4pp | -51.70%+58.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,733 | $5,127-66.2% | $4,311-59.8% | $5,287-67.2% |
| Admin fee / account holder | $4,291 | $10,252-58.1% | $7,645-43.9% | $10,132-57.7% |