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 | $73,937 | $127,100-41.8% | $105,738-30.1% | $135,375-45.4% |
| Participation rate | 37.5% | 82.7%-45.2pp | 76.3%-38.8pp | 82.6%-45.1pp |
| Annual return | -6.70% | 4.49%-11.2pp | 6.27%-13.0pp | 519.73%-526.4pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,268-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,332 | $5,064-54.0% | $4,080-42.8% | $5,609-58.4% |
| Admin fee / account holder | $10,086 | $9,087+11.0% | $6,913+45.9% | $10,827-6.8% |