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 | $146,120 | $180,449-19.0% | $154,107-5.2% | $135,375+7.9% |
| Participation rate | 47.6% | 87.4%-39.8pp | 83.0%-35.4pp | 82.6%-35.0pp |
| Annual return | -3.41% | 888.09%-891.5pp | 735.12%-738.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $367 | $6,035-93.9% | $5,298-93.1% | $4,779-92.3% |
| Participant deferral / active EE | $3,797 | $5,806-34.6% | $5,081-25.3% | $5,609-32.3% |
| Admin fee / account holder | $2,083 | $16,143-87.1% | $13,411-84.5% | $10,827-80.8% |