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 | $48,697 | $95,971-49.3% | $74,550-34.7% | $135,375-64.0% |
| Participation rate | 60.9% | 75.7%-14.8pp | 69.1%-8.3pp | 82.6%-21.8pp |
| Annual return | -5.49% | 56.96%-62.5pp | 32.53%-38.0pp | 519.73%-525.2pp |
| Employer contribution / active EE | $223 | $2,716-91.8% | $1,961-88.6% | $4,779-95.3% |
| Participant deferral / active EE | $977 | $3,843-74.6% | $3,108-68.6% | $5,609-82.6% |
| Admin fee / account holder | $7,418 | $6,522+13.7% | $5,060+46.6% | $10,827-31.5% |