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 | $108,263 | $106,890+1.3% | $84,015+28.9% | $152,861-29.2% |
| Participation rate | 47.4% | 75.2%-27.9pp | 69.0%-21.6pp | 82.4%-35.1pp |
| Annual return | 23.95% | 104.99%-81.0pp | 71.31%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,916 | $4,011+22.6% | $3,239+51.8% | $5,850-16.0% |
| Admin fee / account holder | $12,147 | $8,285+46.6% | $6,101+99.1% | $11,596+4.7% |