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 | $34,682 | $75,828-54.3% | $147,614-76.5% | $59,632-41.8% |
| Participation rate | 51.9% | 71.6%-19.6pp | 84.6%-32.7pp | 68.7%-16.7pp |
| Annual return | -0.43% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $225 | $3,485-93.5% | $5,564-96.0% | $2,203-89.8% |
| Participant deferral / active EE | $2,546 | $3,130-18.7% | $4,895-48.0% | $3,192-20.2% |
| Admin fee / account holder | $745 | $5,985-87.6% | $11,611-93.6% | $4,297-82.7% |