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 | $59,350 | $49,173+20.7% | $121,098-51.0% | $75,163-21.0% |
| Participation rate | 45.8% | 55.4%-9.6pp | 69.5%-23.7pp | 67.2%-21.4pp |
| Annual return | 13.69% | 55.99%-42.3pp | 985.75%-972.1pp | 160.62%-146.9pp |
| Employer contribution / active EE | $223 | $1,546-85.6% | $4,164-94.7% | $2,670-91.7% |
| Participant deferral / active EE | $1,720 | $2,628-34.5% | $4,080-57.8% | $4,125-58.3% |
| Admin fee / account holder | $1,291 | $3,942-67.2% | $5,644-77.1% | $5,651-77.2% |