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 | $49,123 | $83,902-41.5% | $167,512-70.7% | $84,808-42.1% |
| Participation rate | 68.6% | 66.5%+2.1pp | 77.1%-8.5pp | 68.3%+0.3pp |
| Annual return | 17.83% | 91.55%-73.7pp | 1615.79%-1598.0pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,507 | $4,442-66.1% | $6,405-76.5% | $4,212-64.2% |
| Admin fee / account holder | $1,307 | $7,915-83.5% | $9,769-86.6% | $7,344-82.2% |