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 | $76,595 | $180,449-57.6% | $154,107-50.3% | $135,375-43.4% |
| Participation rate | 35.3% | 87.4%-52.1pp | 83.0%-47.7pp | 82.6%-47.3pp |
| Annual return | -5.38% | 888.09%-893.5pp | 735.12%-740.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,090 | $6,035-81.9% | $5,298-79.4% | $4,779-77.2% |
| Participant deferral / active EE | $3,984 | $5,806-31.4% | $5,081-21.6% | $5,609-29.0% |
| Admin fee / account holder | $1,347 | $16,143-91.7% | $13,411-90.0% | $10,827-87.6% |