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 | $54,241 | $97,757-44.5% | $83,848-35.3% | $135,375-59.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -1.19% | 1287.37%-1288.6pp | 850.88%-852.1pp | 519.73%-520.9pp |
| Employer contribution / active EE | $326 | $4,222-92.3% | $3,631-91.0% | $4,779-93.2% |
| Participant deferral / active EE | $2,655 | $4,682-43.3% | $4,082-35.0% | $5,609-52.7% |
| Admin fee / account holder | $397 | $6,674-94.1% | $5,478-92.8% | $10,827-96.3% |