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 | $108,854 | $56,199+93.7% | $67,652+60.9% | $59,632+82.5% |
| Participation rate | 54.8% | 71.5%-16.6pp | 75.7%-20.8pp | 68.7%-13.8pp |
| Annual return | -0.23% | 18505.31%-18505.5pp | 6625.04%-6625.3pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,779 | $2,844+32.9% | $3,560+6.2% | $3,192+18.4% |
| Admin fee / account holder | $17,432 | $3,958+340.4% | $4,821+261.6% | $4,297+305.7% |