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 | $51,476 | $97,757-47.3% | $83,848-38.6% | $135,375-62.0% |
| Participation rate | 45.0% | 80.0%-35.0pp | 76.1%-31.1pp | 82.6%-37.6pp |
| Annual return | -6.81% | 1287.37%-1294.2pp | 850.88%-857.7pp | 519.73%-526.5pp |
| Employer contribution / active EE | $695 | $4,222-83.5% | $3,631-80.9% | $4,779-85.5% |
| Participant deferral / active EE | $1,617 | $4,682-65.5% | $4,082-60.4% | $5,609-71.2% |
| Admin fee / account holder | $645 | $6,674-90.3% | $5,478-88.2% | $10,827-94.0% |