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 | $45,874 | $84,402-45.6% | $61,373-25.3% | $134,475-65.9% |
| Participation rate | 53.8% | 62.2%-8.4pp | 52.6%+1.3pp | 81.2%-27.4pp |
| Annual return | -7.79% | 584.55%-592.3pp | 338.61%-346.4pp | 417.96%-425.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $1,159-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,063 | $2,819-62.3% | $2,125-50.0% | $6,400-83.4% |
| Admin fee / account holder | $5,416 | $2,585+109.5% | $2,130+154.3% | $11,426-52.6% |