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 | $30,243 | $180,449-83.2% | $154,107-80.4% | $135,375-77.7% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -3.46% | 888.09%-891.5pp | 735.12%-738.6pp | 519.73%-523.2pp |
| Employer contribution / active EE | $1,156 | $6,035-80.8% | $5,298-78.2% | $4,779-75.8% |
| Participant deferral / active EE | $2,982 | $5,806-48.6% | $5,081-41.3% | $5,609-46.8% |
| Admin fee / account holder | $6,641 | $16,143-58.9% | $13,411-50.5% | $10,827-38.7% |