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 | $83,116 | $97,757-15.0% | $83,848-0.9% | $135,375-38.6% |
| Participation rate | 13.3% | 80.0%-66.6pp | 76.1%-62.8pp | 82.6%-69.3pp |
| Annual return | -8.91% | 1287.37%-1296.3pp | 850.88%-859.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $360 | $4,222-91.5% | $3,631-90.1% | $4,779-92.5% |
| Participant deferral / active EE | $2,827 | $4,682-39.6% | $4,082-30.7% | $5,609-49.6% |
| Admin fee / account holder | $1,245 | $6,674-81.4% | $5,478-77.3% | $10,827-88.5% |