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.
Participant 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 | $175,907 | $95,971+83.3% | $74,550+136.0% | $135,375+29.9% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -4.79% | 56.96%-61.8pp | 32.53%-37.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $500 | $2,716-81.6% | $1,961-74.5% | $4,779-89.5% |
| Participant deferral / active EE | $560 | $3,843-85.4% | $3,108-82.0% | $5,609-90.0% |
| Admin fee / account holder | $6,200 | $6,522-4.9% | $5,060+22.5% | $10,827-42.7% |