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 | $94,024 | $160,055-41.3% | $140,016-32.8% | $135,375-30.5% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -8.23% | 911.38%-919.6pp | 651.12%-659.3pp | 519.73%-528.0pp |
| Employer contribution / active EE | $972 | $6,420-84.9% | $5,606-82.7% | $4,779-79.7% |
| Participant deferral / active EE | $2,838 | $7,642-62.9% | $6,927-59.0% | $5,609-49.4% |
| Admin fee / account holder | $466 | $13,328-96.5% | $10,705-95.7% | $10,827-95.7% |