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 | $44,793 | $102,317-56.2% | $146,958-69.5% | $80,856-44.6% |
| Participation rate | 17.6% | 75.8%-58.2pp | 82.2%-64.5pp | 67.6%-50.0pp |
| Annual return | 20.32% | 134.76%-114.4pp | 418.34%-398.0pp | 35.59%-15.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,115 | $6,644-38.1% | $8,070-49.0% | $4,296-4.2% |
| Admin fee / account holder | $14,833 | $7,941+86.8% | $12,998+14.1% | $6,918+114.4% |