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 | $96,236 | $102,317-5.9% | $146,958-34.5% | $80,856+19.0% |
| Participation rate | 57.9% | 75.8%-17.9pp | 82.2%-24.3pp | 67.6%-9.7pp |
| Annual return | 22.91% | 134.76%-111.8pp | 418.34%-395.4pp | 35.59%-12.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,090 | $6,644-8.3% | $8,070-24.5% | $4,296+41.8% |
| Admin fee / account holder | $34,262 | $7,941+331.4% | $12,998+163.6% | $6,918+395.3% |