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 | $40,602 | $56,317-27.9% | $71,209-43.0% | $74,304-45.4% |
| Participation rate | 10.3% | 55.1%-44.8pp | 73.8%-63.4pp | 60.3%-50.0pp |
| Annual return | 28.73% | 42.83%-14.1pp | 282.51%-253.8pp | 29.43%-0.7pp |
| Employer contribution / active EE | $0 | $2,160-100.0% | $2,721-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,014 | $2,788-63.6% | $4,175-75.7% | $3,767-73.1% |
| Admin fee / account holder | $6,275 | $2,290+174.1% | $5,349+17.3% | $2,969+111.4% |