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 | $44,851 | $76,000-41.0% | $154,107-70.9% | $64,186-30.1% |
| Participation rate | 67.7% | 70.4%-2.7pp | 83.0%-15.3pp | 69.6%-1.8pp |
| Annual return | -3.87% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $359 | $3,351-89.3% | $5,298-93.2% | $2,381-84.9% |
| Participant deferral / active EE | $2,644 | $3,175-16.7% | $5,081-48.0% | $3,470-23.8% |
| Admin fee / account holder | $6,987 | $5,596+24.8% | $13,411-47.9% | $4,888+42.9% |