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.
Participant 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 | $132,652 | $180,449-26.5% | $154,107-13.9% | $135,375-2.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -1.46% | 888.09%-889.5pp | 735.12%-736.6pp | 519.73%-521.2pp |
| Employer contribution / active EE | $1,820 | $6,035-69.8% | $5,298-65.6% | $4,779-61.9% |
| Participant deferral / active EE | $905 | $5,806-84.4% | $5,081-82.2% | $5,609-83.9% |
| Admin fee / account holder | $180,116 | $16,143+1015.8% | $13,411+1243.1% | $10,827+1563.6% |