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 | $88,120 | $131,829-33.2% | $108,579-18.8% | $273,961-67.8% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | 9.78% | -91.57%+101.3pp | -51.70%+61.5pp | 41.45%-31.7pp |
| Employer contribution / active EE | $379 | $4,912-92.3% | $3,758-89.9% | $4,869-92.2% |
| Participant deferral / active EE | $2,559 | $5,127-50.1% | $4,311-40.6% | $5,287-51.6% |
| Admin fee / account holder | $1,704 | $10,252-83.4% | $7,645-77.7% | $10,132-83.2% |