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 | $70,186 | $49,451+41.9% | $79,550-11.8% | $66,914+4.9% |
| Participation rate | 47.7% | 61.3%-13.6pp | 69.5%-21.7pp | 69.8%-22.1pp |
| Annual return | -0.93% | 84.25%-85.2pp | 0.16%-1.1pp | 1.58%-2.5pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,621 | $3,159-17.0% | $3,985-34.2% | $4,237-38.1% |
| Admin fee / account holder | $1,770 | $595+197.8% | $6,832-74.1% | $593+198.4% |