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 | $46,688 | $72,400-35.5% | $67,502-30.8% | $145,922-68.0% |
| Participation rate | 63.2% | 76.9%-13.7pp | 72.9%-9.7pp | 80.3%-17.1pp |
| Annual return | 23.48% | 7182.46%-7159.0pp | 3512.12%-3488.6pp | 561.29%-537.8pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,984 | $4,783-58.5% | $4,000-50.4% | $6,688-70.3% |
| Admin fee / account holder | $836 | $5,539-84.9% | $3,998-79.1% | $13,397-93.8% |