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 | $91,845 | $118,680-22.6% | $98,907-7.1% | $158,922-42.2% |
| Participation rate | 31.6% | 77.8%-46.2pp | 76.0%-44.4pp | 82.0%-50.4pp |
| Annual return | 13.02% | 372.35%-359.3pp | 196.43%-183.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,931 | $5,088-62.0% | $4,244-54.5% | $5,982-67.7% |
| Admin fee / account holder | $7,111 | $10,131-29.8% | $6,642+7.1% | $11,246-36.8% |