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 | $31,828 | $56,199-43.4% | $67,652-53.0% | $59,632-46.6% |
| Participation rate | 66.2% | 71.5%-5.3pp | 75.7%-9.5pp | 68.7%-2.5pp |
| Annual return | -1.84% | 18505.31%-18507.1pp | 6625.04%-6626.9pp | 2041.28%-2043.1pp |
| Employer contribution / active EE | $21 | $1,614-98.7% | $2,266-99.1% | $2,203-99.0% |
| Participant deferral / active EE | $8,837 | $2,844+210.8% | $3,560+148.2% | $3,192+176.9% |
| Admin fee / account holder | $432 | $3,958-89.1% | $4,821-91.0% | $4,297-90.0% |