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 | $94,808 | $95,971-1.2% | $74,550+27.2% | $135,375-30.0% |
| Participation rate | 58.8% | 75.7%-16.8pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -2.90% | 56.96%-59.9pp | 32.53%-35.4pp | 519.73%-522.6pp |
| Employer contribution / active EE | $360 | $2,716-86.7% | $1,961-81.6% | $4,779-92.5% |
| Participant deferral / active EE | $720 | $3,843-81.3% | $3,108-76.8% | $5,609-87.2% |
| Admin fee / account holder | $57,055 | $6,522+774.8% | $5,060+1027.7% | $10,827+427.0% |