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 | $74,615 | $54,517+36.9% | $75,972-1.8% | $74,495+0.2% |
| Participation rate | 32.9% | 60.3%-27.4pp | 69.1%-36.2pp | 67.2%-34.3pp |
| Annual return | 11.52% | 31.82%-20.3pp | 359.55%-348.0pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,106 | $3,066-63.9% | $4,255-74.0% | $4,346-74.6% |
| Admin fee / account holder | $1,273 | $2,229-42.9% | $6,467-80.3% | $1,942-34.5% |