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 | $55,259 | $73,004-24.3% | $90,749-39.1% | $68,494-19.3% |
| Participation rate | 43.4% | 70.8%-27.4pp | 75.7%-32.3pp | 67.9%-24.5pp |
| Annual return | -12.71% | -13.81%+1.1pp | -12.16%-0.5pp | -7.84%-4.9pp |
| Employer contribution / active EE | $440 | $2,193-79.9% | $2,921-84.9% | $2,596-83.1% |
| Participant deferral / active EE | $1,782 | $3,627-50.9% | $4,564-61.0% | $4,027-55.8% |
| Admin fee / account holder | $1,979 | $5,896-66.4% | $8,445-76.6% | $5,403-63.4% |