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 | $21,578 | $44,850-51.9% | $60,547-64.4% | $59,632-63.8% |
| Participation rate | 7.7% | 59.5%-51.8pp | 68.0%-60.3pp | 68.7%-61.0pp |
| Annual return | -0.71% | 1074.14%-1074.9pp | 335.64%-336.4pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $262 | $1,462-82.1% | $2,419-89.2% | $2,203-88.1% |
| Participant deferral / active EE | $336 | $2,230-84.9% | $3,328-89.9% | $3,192-89.5% |
| Admin fee / account holder | $6,879 | $3,635+89.2% | $4,536+51.6% | $4,297+60.1% |