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 | $46,811 | $57,354-18.4% | $83,848-44.2% | $64,186-27.1% |
| Participation rate | 17.1% | 68.6%-51.5pp | 76.1%-59.1pp | 69.6%-52.5pp |
| Annual return | -2.84% | 11.38%-14.2pp | 850.88%-853.7pp | 7.63%-10.5pp |
| Employer contribution / active EE | $444 | $2,545-82.5% | $3,631-87.8% | $2,381-81.3% |
| Participant deferral / active EE | $1,398 | $2,993-53.3% | $4,082-65.8% | $3,470-59.7% |
| Admin fee / account holder | $1,851 | $4,046-54.3% | $5,478-66.2% | $4,888-62.1% |