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 | $85,935 | $172,478-50.2% | $145,661-41.0% | $142,382-39.6% |
| Participation rate | 33.3% | 80.1%-46.8pp | 77.2%-43.9pp | 80.1%-46.8pp |
| Annual return | 15.34% | 151.09%-135.8pp | 101.46%-86.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,805 | $8,348-42.4% | $7,198-33.3% | $6,507-26.2% |
| Admin fee / account holder | $1,004 | $16,864-94.0% | $12,466-91.9% | $12,624-92.0% |