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 | $31,526 | $57,354-45.0% | $83,848-62.4% | $64,186-50.9% |
| Participation rate | 42.9% | 68.6%-25.8pp | 76.1%-33.3pp | 69.6%-26.7pp |
| Annual return | -7.96% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.6pp |
| Employer contribution / active EE | $15 | $2,545-99.4% | $3,631-99.6% | $2,381-99.4% |
| Participant deferral / active EE | $2,338 | $2,993-21.9% | $4,082-42.7% | $3,470-32.6% |
| Admin fee / account holder | $4,557 | $4,046+12.6% | $5,478-16.8% | $4,888-6.8% |