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 | $62,590 | $39,798+57.3% | $67,711-7.6% | $59,632+5.0% |
| Participation rate | 28.3% | 57.4%-29.1pp | 67.5%-39.3pp | 68.7%-40.4pp |
| Annual return | -1.72% | 89.94%-91.7pp | 25.41%-27.1pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,639 | $2,335+13.0% | $3,585-26.4% | $3,192-17.3% |
| Admin fee / account holder | $7,945 | $3,212+147.4% | $4,255+86.7% | $4,297+84.9% |