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 | $59,126 | $56,199+5.2% | $67,652-12.6% | $59,632-0.8% |
| Participation rate | 68.4% | 71.5%-3.0pp | 75.7%-7.2pp | 68.7%-0.3pp |
| Annual return | -1.29% | 18505.31%-18506.6pp | 6625.04%-6626.3pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $5,058 | $1,614+213.3% | $2,266+123.3% | $2,203+129.6% |
| Participant deferral / active EE | $491 | $2,844-82.7% | $3,560-86.2% | $3,192-84.6% |
| Admin fee / account holder | $11,902 | $3,958+200.7% | $4,821+146.9% | $4,297+177.0% |