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.
Participant 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 | $56,246 | $99,640-43.6% | $86,436-34.9% | $134,475-58.2% |
| Participation rate | 68.8% | 82.0%-13.3pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -15.70% | 6782.58%-6798.3pp | 4394.89%-4410.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,027 | $4,400-76.7% | $3,769-72.8% | $4,740-78.3% |
| Participant deferral / active EE | $1,711 | $7,246-76.4% | $6,952-75.4% | $6,400-73.3% |
| Admin fee / account holder | $2,680 | $8,371-68.0% | $6,731-60.2% | $11,426-76.5% |