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 | $69,820 | $99,032-29.5% | $80,019-12.7% | $135,375-48.4% |
| Participation rate | 61.9% | 78.4%-16.5pp | 75.8%-13.9pp | 82.6%-20.7pp |
| Annual return | -4.10% | 15.39%-19.5pp | 11.22%-15.3pp | 519.73%-523.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,984 | $4,282+16.4% | $3,686+35.2% | $5,609-11.1% |
| Admin fee / account holder | $633 | $10,436-93.9% | $6,521-90.3% | $10,827-94.2% |