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 | $52,717 | $45,152+16.8% | $73,843-28.6% | $59,632-11.6% |
| Participation rate | 68.2% | 64.0%+4.2pp | 73.4%-5.3pp | 68.7%-0.5pp |
| Annual return | -0.04% | 27.40%-27.4pp | 2267.84%-2267.9pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,609 | $2,574-37.5% | $3,583-55.1% | $3,192-49.6% |
| Admin fee / account holder | $8,830 | $3,516+151.1% | $4,880+80.9% | $4,297+105.5% |