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 | $35,175 | $91,538-61.6% | $129,995-72.9% | $75,163-53.2% |
| Participation rate | 66.0% | 71.4%-5.5pp | 78.5%-12.5pp | 67.2%-1.2pp |
| Annual return | 17.22% | -631.11%+648.3pp | -137.18%+154.4pp | 160.62%-143.4pp |
| Employer contribution / active EE | $3 | $2,845-99.9% | $4,320-99.9% | $2,670-99.9% |
| Participant deferral / active EE | $3,216 | $4,341-25.9% | $5,820-44.8% | $4,125-22.0% |
| Admin fee / account holder | $961 | $6,790-85.8% | $10,614-90.9% | $5,651-83.0% |