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 | $46,816 | $44,850+4.4% | $60,547-22.7% | $59,632-21.5% |
| Participation rate | 67.5% | 59.5%+8.0pp | 68.0%-0.5pp | 68.7%-1.2pp |
| Annual return | -1.74% | 1074.14%-1075.9pp | 335.64%-337.4pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,462 | $2,230+10.4% | $3,328-26.0% | $3,192-22.9% |
| Admin fee / account holder | $1,471 | $3,635-59.5% | $4,536-67.6% | $4,297-65.8% |