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 | $67,125 | $72,404-7.3% | $110,238-39.1% | $64,186+4.6% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.7pp | 69.6%-12.4pp |
| Annual return | -3.44% | -6.29%+2.8pp | 314.74%-318.2pp | 7.63%-11.1pp |
| Employer contribution / active EE | $363 | $2,282-84.1% | $3,826-90.5% | $2,381-84.7% |
| Participant deferral / active EE | $3,018 | $3,469-13.0% | $4,672-35.4% | $3,470-13.0% |
| Admin fee / account holder | $6,781 | $5,664+19.7% | $8,547-20.7% | $4,888+38.7% |