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 9-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 | $67,435 | $99,640-32.3% | $86,436-22.0% | $134,475-49.9% |
| Participation rate | 62.5% | 82.0%-19.5pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -17.69% | 6782.58%-6800.3pp | 4394.89%-4412.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | -$1,135 | $4,400-125.8% | $3,769-130.1% | $4,740-123.9% |
| Participant deferral / active EE | $14,786 | $7,246+104.0% | $6,952+112.7% | $6,400+131.0% |
| Admin fee / account holder | $843 | $8,371-89.9% | $6,731-87.5% | $11,426-92.6% |