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 | $176,216 | $180,449-2.3% | $154,107+14.3% | $135,375+30.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -2.37% | 888.09%-890.5pp | 735.12%-737.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,055 | $6,035-82.5% | $5,298-80.1% | $4,779-77.9% |
| Participant deferral / active EE | $6,868 | $5,806+18.3% | $5,081+35.2% | $5,609+22.5% |
| Admin fee / account holder | $10,174 | $16,143-37.0% | $13,411-24.1% | $10,827-6.0% |