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 | $79,303 | $95,971-17.4% | $74,550+6.4% | $135,375-41.4% |
| Participation rate | 46.7% | 75.7%-29.0pp | 69.1%-22.5pp | 82.6%-36.0pp |
| Annual return | -4.07% | 56.96%-61.0pp | 32.53%-36.6pp | 519.73%-523.8pp |
| Employer contribution / active EE | $246 | $2,716-90.9% | $1,961-87.4% | $4,779-94.8% |
| Participant deferral / active EE | $1,621 | $3,843-57.8% | $3,108-47.8% | $5,609-71.1% |
| Admin fee / account holder | $908 | $6,522-86.1% | $5,060-82.1% | $10,827-91.6% |