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 | $23,554 | $49,173-52.1% | $121,098-80.5% | $75,163-68.7% |
| Participation rate | 23.4% | 55.4%-32.0pp | 69.5%-46.1pp | 67.2%-43.8pp |
| Annual return | 18.40% | 55.99%-37.6pp | 985.75%-967.3pp | 160.62%-142.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,109 | $2,628-57.8% | $4,080-72.8% | $4,125-73.1% |
| Admin fee / account holder | $336 | $3,942-91.5% | $5,644-94.0% | $5,651-94.1% |