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 | $53,612 | $69,010-22.3% | $159,960-66.5% | $68,494-21.7% |
| Participation rate | 42.9% | 65.4%-22.6pp | 78.0%-35.1pp | 67.9%-25.0pp |
| Annual return | -17.95% | -9.65%-8.3pp | 408.60%-426.6pp | -7.84%-10.1pp |
| Employer contribution / active EE | $410 | $2,213-81.5% | $4,226-90.3% | $2,596-84.2% |
| Participant deferral / active EE | $2,349 | $4,212-44.2% | $6,182-62.0% | $4,027-41.7% |
| Admin fee / account holder | $2,790 | $4,798-41.9% | $8,698-67.9% | $5,403-48.4% |