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 | $78,370 | $135,635-42.2% | $110,238-28.9% | $135,375-42.1% |
| Participation rate | 36.4% | 83.5%-47.1pp | 79.8%-43.5pp | 82.6%-46.3pp |
| Annual return | -4.07% | 513.19%-517.3pp | 314.74%-318.8pp | 519.73%-523.8pp |
| Employer contribution / active EE | $325 | $4,906-93.4% | $3,826-91.5% | $4,779-93.2% |
| Participant deferral / active EE | $2,101 | $5,506-61.8% | $4,672-55.0% | $5,609-62.5% |
| Admin fee / account holder | $4,816 | $11,457-58.0% | $8,547-43.7% | $10,827-55.5% |