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 6-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 | $10,258 | $74,888-86.3% | $71,209-85.6% | $142,382-92.8% |
| Participation rate | 30.8% | 76.2%-45.5pp | 73.8%-43.0pp | 80.1%-49.4pp |
| Annual return | 15.07% | 345.14%-330.1pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $205 | $2,854-92.8% | $2,721-92.5% | $4,299-95.2% |
| Participant deferral / active EE | $1,925 | $4,454-56.8% | $4,175-53.9% | $6,507-70.4% |
| Admin fee / account holder | $2,882 | $5,568-48.2% | $5,349-46.1% | $12,624-77.2% |