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 | $94,343 | $113,935-17.2% | $94,224+0.1% | $125,391-24.8% |
| Participation rate | 50.0% | 82.9%-32.9pp | 78.8%-28.8pp | 83.2%-33.2pp |
| Annual return | -2.45% | 5.29%-7.7pp | 10.68%-13.1pp | 282.22%-284.7pp |
| Employer contribution / active EE | $589 | $4,727-87.5% | $3,587-83.6% | $4,866-87.9% |
| Participant deferral / active EE | $4,517 | $5,179-12.8% | $4,320+4.6% | $5,352-15.6% |
| Admin fee / account holder | $15,396 | $8,391+83.5% | $6,269+145.6% | $9,540+61.4% |