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 | $26,239 | $43,550-39.7% | $63,517-58.7% | $52,331-49.9% |
| Participation rate | 41.6% | 65.7%-24.1pp | 71.0%-29.4pp | 68.1%-26.5pp |
| Annual return | -0.01% | 2.03%-2.0pp | -70.30%+70.3pp | 4.54%-4.6pp |
| Employer contribution / active EE | $106 | $1,351-92.2% | $2,322-95.4% | $1,882-94.4% |
| Participant deferral / active EE | $1,679 | $2,254-25.5% | $2,953-43.1% | $3,022-44.4% |
| Admin fee / account holder | $2,154 | $387+456.8% | $5,892-63.4% | $592+264.1% |