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 | $217,897 | $58,208+274.3% | $81,812+166.3% | $80,856+169.5% |
| Participation rate | 41.9% | 63.4%-21.5pp | 72.3%-30.4pp | 67.6%-25.7pp |
| Annual return | 13.52% | 41.66%-28.1pp | 773.79%-760.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,558 | $3,281+8.4% | $4,319-17.6% | $4,296-17.2% |
| Admin fee / account holder | $16,388 | $4,981+229.0% | $7,386+121.9% | $6,918+136.9% |