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 | $44,090 | $62,586-29.6% | $76,768-42.6% | $64,186-31.3% |
| Participation rate | 60.4% | 72.8%-12.4pp | 77.0%-16.5pp | 69.6%-9.2pp |
| Annual return | -4.19% | -1.95%-2.2pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $271 | $1,832-85.2% | $2,485-89.1% | $2,381-88.6% |
| Participant deferral / active EE | $1,425 | $3,145-54.7% | $3,852-63.0% | $3,470-58.9% |
| Admin fee / account holder | $1,750 | $4,667-62.5% | $6,675-73.8% | $4,888-64.2% |