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 | $203,378 | $135,635+49.9% | $110,238+84.5% | $135,375+50.2% |
| Participation rate | 45.5% | 83.5%-38.0pp | 79.8%-34.4pp | 82.6%-37.2pp |
| Annual return | -7.39% | 513.19%-520.6pp | 314.74%-322.1pp | 519.73%-527.1pp |
| Employer contribution / active EE | $657 | $4,906-86.6% | $3,826-82.8% | $4,779-86.2% |
| Participant deferral / active EE | $3,210 | $5,506-41.7% | $4,672-31.3% | $5,609-42.8% |
| Admin fee / account holder | $1,209 | $11,457-89.4% | $8,547-85.9% | $10,827-88.8% |