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 | $214,716 | $138,065+55.5% | $123,544+73.8% | $135,375+58.6% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -5.01% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $10 | $5,151-99.8% | $4,628-99.8% | $4,779-99.8% |
| Participant deferral / active EE | $10,536 | $6,799+55.0% | $6,426+64.0% | $5,609+87.8% |
| Admin fee / account holder | $620 | $10,916-94.3% | $9,284-93.3% | $10,827-94.3% |