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 | $72,071-85.8% | $68,368-85.0% | $137,256-92.5% |
| Participation rate | 30.8% | 76.2%-45.5pp | 73.8%-43.0pp | 80.0%-49.2pp |
| Annual return | 15.07% | 353.14%-338.1pp | 292.57%-277.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $205 | $2,788-92.6% | $2,649-92.3% | $4,156-95.1% |
| Participant deferral / active EE | $1,925 | $4,410-56.4% | $4,123-53.3% | $6,407-70.0% |
| Admin fee / account holder | $2,882 | $5,336-46.0% | $5,150-44.0% | $12,270-76.5% |