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 | $31,462 | $84,695-62.9% | $73,843-57.4% | $125,391-74.9% |
| Participation rate | 43.8% | 76.8%-33.0pp | 73.4%-29.7pp | 83.2%-39.4pp |
| Annual return | 0.16% | 3123.53%-3123.4pp | 2267.84%-2267.7pp | 282.22%-282.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,213 | $3,992-69.6% | $3,583-66.2% | $5,352-77.3% |
| Admin fee / account holder | $4,026 | $5,691-29.3% | $4,880-17.5% | $9,540-57.8% |