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 | $23,357 | $59,805-60.9% | $79,550-70.6% | $68,494-65.9% |
| Participation rate | 65.5% | 61.1%+4.4pp | 69.5%-4.0pp | 67.9%-2.4pp |
| Annual return | -15.65% | -12.30%-3.3pp | 0.16%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,464 | $3,024+14.5% | $3,985-13.1% | $4,027-14.0% |
| Admin fee / account holder | $2,291 | $4,835-52.6% | $6,832-66.5% | $5,403-57.6% |