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 | $41,737 | $42,894-2.7% | $60,874-31.4% | $68,494-39.1% |
| Participation rate | 51.4% | 66.8%-15.4pp | 73.1%-21.8pp | 67.9%-16.5pp |
| Annual return | 385.39% | -13.98%+399.4pp | 16.90%+368.5pp | -7.84%+393.2pp |
| Employer contribution / active EE | $377 | $1,978-80.9% | $2,701-86.0% | $2,596-85.5% |
| Participant deferral / active EE | $2,156 | $2,867-24.8% | $3,817-43.5% | $4,027-46.5% |
| Admin fee / account holder | $16,346 | $3,101+427.2% | $3,224+407.0% | $5,403+202.6% |