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 | $94,836 | $91,538+3.6% | $129,995-27.0% | $75,163+26.2% |
| Participation rate | 56.9% | 71.4%-14.5pp | 78.5%-21.6pp | 67.2%-10.3pp |
| Annual return | 13.18% | -631.11%+644.3pp | -137.18%+150.4pp | 160.62%-147.4pp |
| Employer contribution / active EE | $410 | $2,845-85.6% | $4,320-90.5% | $2,670-84.7% |
| Participant deferral / active EE | $2,616 | $4,341-39.7% | $5,820-55.1% | $4,125-36.6% |
| Admin fee / account holder | $5,704 | $6,790-16.0% | $10,614-46.3% | $5,651+0.9% |