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 | $52,837 | $97,757-46.0% | $83,848-37.0% | $135,375-61.0% |
| Participation rate | 35.7% | 80.0%-44.2pp | 76.1%-40.4pp | 82.6%-46.9pp |
| Annual return | -7.93% | 1287.37%-1295.3pp | 850.88%-858.8pp | 519.73%-527.7pp |
| Employer contribution / active EE | $172 | $4,222-95.9% | $3,631-95.3% | $4,779-96.4% |
| Participant deferral / active EE | $1,251 | $4,682-73.3% | $4,082-69.3% | $5,609-77.7% |
| Admin fee / account holder | $862 | $6,674-87.1% | $5,478-84.3% | $10,827-92.0% |