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 | $49,610 | $82,664-40.0% | $125,339-60.4% | $68,494-27.6% |
| Participation rate | 61.3% | 75.0%-13.8pp | 82.4%-21.1pp | 67.9%-6.6pp |
| Annual return | -16.85% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $668 | $3,381-80.2% | $4,814-86.1% | $2,596-74.3% |
| Participant deferral / active EE | $3,990 | $6,110-34.7% | $7,446-46.4% | $4,027-0.9% |
| Admin fee / account holder | $2,250 | $6,275-64.1% | $10,010-77.5% | $5,403-58.4% |