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.
Participant 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 | $20,045 | $40,385-50.4% | $80,569-75.1% | $74,419-73.1% |
| Participation rate | 3.1% | 47.4%-44.3pp | 67.0%-63.9pp | 70.7%-67.6pp |
| Annual return | 16.10% | 164.85%-148.8pp | 935.43%-919.3pp | 34.38%-18.3pp |
| Employer contribution / active EE | $0 | $1,496-100.0% | $2,723-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $195 | $2,674-92.7% | $4,447-95.6% | $4,528-95.7% |
| Admin fee / account holder | $4,801 | $720+567.0% | $5,377-10.7% | $348+1280.3% |