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 | $56,699 | $82,630-31.4% | $64,105-11.6% | $125,391-54.8% |
| Participation rate | 52.6% | 75.9%-23.2pp | 68.2%-15.5pp | 83.2%-30.6pp |
| Annual return | -1.55% | 1489.72%-1491.3pp | 791.24%-792.8pp | 282.22%-283.8pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,862 | $3,608-48.4% | $2,822-34.0% | $5,352-65.2% |
| Admin fee / account holder | $547 | $6,382-91.4% | $4,499-87.8% | $9,540-94.3% |