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 | $90,397 | $109,327-17.3% | $89,391+1.1% | $158,922-43.1% |
| Participation rate | 8.7% | 74.3%-65.6pp | 68.0%-59.3pp | 82.0%-73.3pp |
| Annual return | 16.59% | 345.68%-329.1pp | 245.62%-229.0pp | 302.83%-286.2pp |
| Employer contribution / active EE | $167 | $3,170-94.7% | $2,586-93.6% | $4,761-96.5% |
| Participant deferral / active EE | $1,010 | $4,598-78.0% | $3,890-74.0% | $5,982-83.1% |
| Admin fee / account holder | $900 | $6,153-85.4% | $4,881-81.6% | $11,246-92.0% |