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 | $69,582 | $95,862-27.4% | $79,550-12.5% | $134,475-48.3% |
| Participation rate | 19.0% | 75.0%-56.0pp | 69.5%-50.4pp | 81.2%-62.2pp |
| Annual return | -2.39% | -2.69%+0.3pp | 0.16%-2.5pp | 417.96%-420.3pp |
| Employer contribution / active EE | $394 | $3,128-87.4% | $2,413-83.7% | $4,740-91.7% |
| Participant deferral / active EE | $3,423 | $4,693-27.1% | $3,985-14.1% | $6,400-46.5% |
| Admin fee / account holder | $456 | $9,126-95.0% | $6,832-93.3% | $11,426-96.0% |