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 | $20,550 | $29,546-30.4% | $56,441-63.6% | $77,671-73.5% |
| Participation rate | 6.7% | 32.7%-25.9pp | 52.5%-45.8pp | 70.6%-63.8pp |
| Annual return | 13.23% | 19.01%-5.8pp | 1704.21%-1691.0pp | 31.21%-18.0pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $543 | $1,061-48.9% | $1,953-72.2% | $4,648-88.3% |
| Admin fee / account holder | $2,611 | $1,046+149.6% | $2,829-7.7% | $430+506.7% |